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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
Betterment LLC
1
Betterment LLC
New York
$626M -$30.1M -279,940 -4%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$226M +$14.9M +138,400 +5%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$212M -$14.8M -137,450 -5%
Morgan Stanley
4
Morgan Stanley
New York
$209M +$12.4M +114,864 +5%
TF
5
TIAA FSB
Florida
$208M +$8.57M +79,605 +3%
Bank of America
6
Bank of America
North Carolina
$183M -$18.7M -173,193 -7%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$183M +$34.4M +319,680 +17%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$144M -$2.77M -25,721 -1%
Wells Fargo
9
Wells Fargo
California
$118M +$1.3M +12,029 +0.8%
Natixis Advisors
10
Natixis Advisors
Massachusetts
$116M +$86.8M +806,228 +131%
UBS Group
11
UBS Group
Switzerland
$99.8M -$890K -8,265 -0.7%
Ameriprise
12
Ameriprise
Minnesota
$90.9M +$3.95M +36,702 +3%
AssetMark Inc
13
AssetMark Inc
California
$83.2M +$16M +148,874 +17%
Stifel Financial
14
Stifel Financial
Missouri
$64.8M -$2.35M -21,790 -3%
SGAM
15
Stephens Group Asset Management
Arkansas
$63.8M +$5.21M +48,386 +7%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$57.6M +$12.5M +115,889 +20%
WA
17
Waverly Advisors
Alabama
$51M +$8.65M +80,278 +15%
LPL Financial
18
LPL Financial
California
$42.6M -$2.79M -25,886 -5%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$41.2M +$9.63M +89,449 +21%
Truist Financial
20
Truist Financial
North Carolina
$40.3M -$2.43M -22,522 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$33.7M -$10.5M -97,127 -19%
Osaic Holdings
22
Osaic Holdings
Arizona
$33.1M +$46M +427,093 New
MD
23
Money Design
Japan
$30.4M +$8.1M +75,237 +25%
MIS
24
Morningstar Investment Services
Illinois
$29.3M -$4.62M -42,925 -11%
EH
25
Equitable Holdings
New York
$28.9M -$2.39M -22,207 -6%
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