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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 – – –
Morgan Stanley
2
Morgan Stanley
New York
$547M -$170K -1,257 -0%
Bank of America
3
Bank of America
North Carolina
$385M -$12.1M -89,034 -3%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$351M -$45.2M -333,550 -10%
AssetMark Inc
5
AssetMark Inc
California
$307M +$16.2M +119,716 +5%
Jones Financial Companies
6
Jones Financial Companies
Missouri
$283M -$4.9M -36,165 -2%
TF
7
TIAA FSB
Florida
$267M -$27.3M -201,374 -8%
UBS Group
8
UBS Group
Switzerland
$254M -$27.4M -202,550 -9%
Wells Fargo
9
Wells Fargo
California
$249M -$5.42M -40,045 -2%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$245M -$546K -4,031 -0.2%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$223M -$14.3M -105,837 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$178M +$3.51M +25,962 +2%
Ameriprise
13
Ameriprise
Minnesota
$162M +$261K +1,929 +0.1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$148M -$9.97M -73,626 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$135M +$2.75M +20,333 +2%
SGAM
16
Stephens Group Asset Management
Arkansas
$109M +$5.22M +38,537 +5%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$108M +$10.8M +80,131 +10%
WA
18
Waverly Advisors
Alabama
$107M +$5.7M +42,084 +5%
LPL Financial
19
LPL Financial
California
$104M +$1.42M +10,493 +1%
Truist Financial
20
Truist Financial
North Carolina
$92.1M -$39.5M -291,676 -28%
FWI
21
Facet Wealth Inc
Maryland
$82.6M +$12.6M +92,840 +18%
JMPWA
22
JP Morgan Private Wealth Advisors
California
$82M +$2.97M +21,974 +3%
Natixis Advisors
23
Natixis Advisors
Massachusetts
$77.6M -$8.73M -64,457 -9%
Stifel Financial
24
Stifel Financial
Missouri
$73.8M -$19.4M -143,213 -19%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$52.3M +$4.75M +35,124 +9%
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