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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
$1.28B -$30.4M -214,866 -2%
Morgan Stanley
2
Morgan Stanley
New York
$582M +$31.3M +221,454 +5%
Bank of America
3
Bank of America
North Carolina
$421M +$28.6M +202,141 +7%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$416M -$3.81M -26,920 -0.8%
AssetMark Inc
5
AssetMark Inc
California
$311M +$12.9M +91,256 +4%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$310M +$41.4M +292,698 +14%
TF
7
TIAA FSB
Florida
$310M +$1.62M +11,465 +0.5%
UBS Group
8
UBS Group
Switzerland
$296M +$48.2M +340,638 +18%
Wells Fargo
9
Wells Fargo
California
$270M +$7.06M +49,911 +2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$261M +$20.9M +147,515 +8%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$251M -$24.1M -170,391 -8%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$186M +$25.9M +182,962 +15%
Ameriprise
13
Ameriprise
Minnesota
$172M +$9.84M +69,585 +6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$167M -$9.13M -64,542 -5%
Osaic Holdings
15
Osaic Holdings
Arizona
$141M +$1.72M +12,155 +1%
Truist Financial
16
Truist Financial
North Carolina
$136M -$2.94M -20,754 -2%
SGAM
17
Stephens Group Asset Management
Arkansas
$111M -$5.19M -36,665 -4%
LPL Financial
18
LPL Financial
California
$109M +$305K +2,156 +0.3%
WA
19
Waverly Advisors
Alabama
$108M +$2.41M +17,029 +2%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$105M +$35M +247,359 +44%
Stifel Financial
21
Stifel Financial
Missouri
$97.1M -$4.44M -31,386 -4%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$90.9M +$53.2M +375,996 +115%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$84.4M -$673K -4,761 -0.7%
FWI
24
Facet Wealth Inc
Maryland
$67.5M +$6.99M +49,395 +10%
EH
25
Equitable Holdings
New York
$57.8M -$7.14M -50,505 -10%
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