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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
$912M +$25.8M +254,647 +3%
Morgan Stanley
2
Morgan Stanley
New York
$377M -$4.72M -46,631 -1%
TF
3
TIAA FSB
Florida
$324M +$56.7M +559,278 +21%
TAIM
4
TD Ameritrade Investment Management
Nebraska
$269M -$17.9M -177,178 -6%
Bank of America
5
Bank of America
North Carolina
$214M -$3.19M -31,491 -1%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$204M -$42M -414,572 -17%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$202M -$12.4M -122,714 -6%
UBS Group
8
UBS Group
Switzerland
$157M +$6.63M +65,437 +4%
Wells Fargo
9
Wells Fargo
California
$152M +$5.02M +49,585 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$151M +$65M +642,178 +76%
AssetMark Inc
11
AssetMark Inc
California
$137M +$17.4M +172,225 +15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$122M -$30.9M -304,995 -20%
SGAM
13
Stephens Group Asset Management
Arkansas
$94.7M +$6.15M +60,721 +7%
Ameriprise
14
Ameriprise
Minnesota
$84.2M -$2.7M -26,645 -3%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$77.2M -$9.72M -95,913 -11%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$74.9M +$2.07M +20,441 +3%
Stifel Financial
17
Stifel Financial
Missouri
$72.1M -$1.56M -15,439 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$71.9M +$31.5M +310,967 +78%
WA
19
Waverly Advisors
Alabama
$66M +$919K +9,070 +1%
LPL Financial
20
LPL Financial
California
$53.3M +$148K +1,463 +0.3%
Truist Financial
21
Truist Financial
North Carolina
$52.1M +$1.23M +12,124 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$50.1M +$2.92M +28,783 +6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$39.8M +$1.75M +17,318 +5%
EH
24
Equitable Holdings
New York
$35.1M -$315K -3,109 -0.9%
Creative Planning
25
Creative Planning
Kansas
$34.8M -$22.9M -225,778 -40%
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