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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
$1.54B +$13.8M +94,311 +0.9%
Morgan Stanley
2
Morgan Stanley
New York
$607M +$13.4M +91,068 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$397M +$41.8M +284,520 +12%
Bank of America
4
Bank of America
North Carolina
$389M +$27.4M +186,505 +8%
TF
5
TIAA FSB
Florida
$364M +$8.39M +57,138 +2%
TAIM
6
TD Ameritrade Investment Management
Nebraska
$331M -$66.5M -452,523 -17%
AssetMark Inc
7
AssetMark Inc
California
$330M +$24.1M +164,439 +8%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$316M -$2.9M -19,773 -0.9%
UBS Group
9
UBS Group
Switzerland
$302M +$2.21M +15,075 +0.8%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$278M -$2.36M -16,047 -0.9%
Wells Fargo
11
Wells Fargo
California
$252M +$3.19M +21,693 +1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$210M +$8.83M +60,129 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$183M -$4.84M -32,956 -3%
Ameriprise
14
Ameriprise
Minnesota
$174M +$3.8M +25,882 +2%
Truist Financial
15
Truist Financial
North Carolina
$153M +$10.9M +74,202 +8%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$138M +$13.4M +91,057 +11%
SGAM
17
Stephens Group Asset Management
Arkansas
$133M +$1.82M +12,402 +1%
Osaic Holdings
18
Osaic Holdings
Arizona
$121M +$580K +3,947 +0.5%
LPL Financial
19
LPL Financial
California
$119M -$1.67M -11,402 -1%
WA
20
Waverly Advisors
Alabama
$118M +$6.94M +47,260 +6%
Stifel Financial
21
Stifel Financial
Missouri
$113M +$2.4M +16,367 +2%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$102M -$2.43M -16,529 -2%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$80.1M +$3.32M +22,587 +4%
EH
24
Equitable Holdings
New York
$79.9M +$8.25M +56,178 +12%
FWI
25
Facet Wealth Inc
Maryland
$63M +$9.11M +62,008 +17%
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