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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
$1.42B +$13.3M +93,627 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$551M -$9.04M -63,628 -2%
Bank of America
3
Bank of America
North Carolina
$336M +$7.1M +49,993 +2%
TF
4
TIAA FSB
Florida
$331M +$4.33M +30,499 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$329M +$62.3M +438,637 +23%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$301M -$473K -3,333 -0.2%
AssetMark Inc
7
AssetMark Inc
California
$283M +$23.9M +167,983 +9%
UBS Group
8
UBS Group
Switzerland
$279M +$807K +5,683 +0.3%
TAIM
9
TD Ameritrade Investment Management
Nebraska
$269M +$58.8M +413,812 +18%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$261M +$199K +1,403 +0.1%
Wells Fargo
11
Wells Fargo
California
$231M -$9.93M -69,923 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$187M -$4.98M -35,079 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$174M +$10.8M +75,860 +6%
Ameriprise
14
Ameriprise
Minnesota
$158M +$3.21M +22,612 +2%
Truist Financial
15
Truist Financial
North Carolina
$132M +$3.59M +25,288 +3%
SGAM
16
Stephens Group Asset Management
Arkansas
$122M +$1.51M +10,649 +1%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$115M +$17.4M +122,508 +17%
WA
18
Waverly Advisors
Alabama
$113M +$5.19M +36,570 +5%
LPL Financial
19
LPL Financial
California
$112M +$8.38M +58,982 +8%
Osaic Holdings
20
Osaic Holdings
Arizona
$112M +$4.23M +29,809 +4%
Stifel Financial
21
Stifel Financial
Missouri
$102M -$6.39M -45,012 -6%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$97.3M +$2.62M +18,433 +3%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$71.2M +$3.86M +27,155 +6%
EH
24
Equitable Holdings
New York
$66.4M -$10.6M -74,971 -14%
PAG
25
Private Advisor Group
New Jersey
$61.8M +$27.4M +192,704 +77%
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