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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
$836M +$95.4M +1,040,513 +14%
Morgan Stanley
2
Morgan Stanley
New York
$360M +$109M +1,192,439 +46%
TAIM
3
TD Ameritrade Investment Management
Nebraska
$271M +$4.4M +48,008 +2%
TF
4
TIAA FSB
Florida
$252M +$7.39M +80,624 +3%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$232M -$16.8M -183,091 -7%
Bank of America
6
Bank of America
North Carolina
$205M -$9.89M -107,885 -5%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$199M -$8.18M -89,167 -4%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$144M -$23.6M -257,823 -15%
UBS Group
9
UBS Group
Switzerland
$142M +$23.5M +256,766 +21%
Wells Fargo
10
Wells Fargo
California
$139M -$38.7K -422 -0%
AssetMark Inc
11
AssetMark Inc
California
$119M +$13.9M +151,380 +15%
SGAM
12
Stephens Group Asset Management
Arkansas
$83.4M +$8.17M +89,100 +11%
Ameriprise
13
Ameriprise
Minnesota
$82.7M -$24.7M -269,476 -24%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$82M -$51.9M -565,634 -40%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$81M +$53.2M +579,678 +218%
Stifel Financial
16
Stifel Financial
Missouri
$69.6M -$6.42M -69,996 -9%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$68.7M +$921K +10,042 +1%
WA
18
Waverly Advisors
Alabama
$66.3M +$1.02M +11,132 +2%
Creative Planning
19
Creative Planning
Kansas
$54.5M +$21.6M +235,934 +71%
LPL Financial
20
LPL Financial
California
$50.2M +$7.61K +83 +0%
Truist Financial
21
Truist Financial
North Carolina
$48M +$483K +5,272 +1%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$44.5M -$3.83M -41,786 -8%
Osaic Holdings
23
Osaic Holdings
Arizona
$38.1M -$2.62M -28,618 -7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$35.9M -$3.6M -39,280 -9%
EH
25
Equitable Holdings
New York
$33.5M -$590K -6,434 -2%
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