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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
$1.41B +$43.3M +306,398 +3%
Morgan Stanley
2
Morgan Stanley
New York
$564M -$2.28M -16,118 -0.4%
Bank of America
3
Bank of America
North Carolina
$331M +$23.8M +168,424 +8%
TF
4
TIAA FSB
Florida
$329M -$24.4M -172,596 -7%
TAIM
5
TD Ameritrade Investment Management
Nebraska
$315M -$39.5M -279,659 -11%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$301M -$4.37M -30,891 -1%
UBS Group
7
UBS Group
Switzerland
$280M +$25.4M +180,004 +10%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$269M +$205M +1,453,591 +314%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$262M -$7.58M -53,603 -3%
AssetMark Inc
10
AssetMark Inc
California
$261M +$18M +127,698 +7%
Wells Fargo
11
Wells Fargo
California
$242M +$18.4M +130,317 +8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$193M -$3.69M -26,130 -2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$165M -$3.05M -21,608 -2%
Ameriprise
14
Ameriprise
Minnesota
$155M +$17.2M +121,448 +12%
Truist Financial
15
Truist Financial
North Carolina
$129M +$3.63M +25,714 +3%
ETC
16
Exchange Traded Concepts
Oklahoma
$124M +$16.5M +117,012 +15%
SGAM
17
Stephens Group Asset Management
Arkansas
$121M -$23.2M -164,162 -16%
Stifel Financial
18
Stifel Financial
Missouri
$109M +$2.46M +17,407 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$108M +$4.92M +34,836 +5%
LPL Financial
20
LPL Financial
California
$104M +$13.1M +92,830 +14%
WA
21
Waverly Advisors
Alabama
$104M +$3.22M +22,779 +3%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$98.7M +$10.5M +74,319 +12%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$95.4M +$5.18M +36,682 +6%
EH
24
Equitable Holdings
New York
$77.3M +$12M +85,114 +18%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$67.9M -$6.37M -45,044 -9%
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