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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
$1.37B +$27M +194,936 +2%
Morgan Stanley
2
Morgan Stanley
New York
$569M -$16.6M -119,641 -3%
Bank of America
3
Bank of America
North Carolina
$457M -$14.8M -106,838 -3%
AssetMark Inc
4
AssetMark Inc
California
$360M +$5.3M +38,231 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$341M -$6.62M -47,717 -2%
Wells Fargo
6
Wells Fargo
California
$327M +$15.9M +114,470 +5%
Jones Financial Companies
7
Jones Financial Companies
Missouri
$295M -$4.26M -30,730 -1%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$276M +$1.13M +8,166 +0.4%
UBS Group
9
UBS Group
Switzerland
$271M -$13.1M -94,351 -4%
TF
10
TIAA FSB
Florida
$259M -$10.9M -78,457 -4%
TAIM
11
TD Ameritrade Investment Management
Nebraska
$215M -$14.3M -103,220 -6%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$200M -$157K -1,129 -0.1%
Ameriprise
13
Ameriprise
Minnesota
$152M -$11.4M -82,074 -7%
Osaic Holdings
14
Osaic Holdings
Arizona
$151M +$263K +1,896 +0.2%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$149M -$2.44M -17,599 -2%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$128M -$870K -6,274 -0.7%
LPL Financial
17
LPL Financial
California
$125M +$2.94M +21,201 +2%
SGAM
18
Stephens Group Asset Management
Arkansas
$118M +$1.13M +8,174 +0.9%
WA
19
Waverly Advisors
Alabama
$114M -$1.98M -14,271 -2%
Truist Financial
20
Truist Financial
North Carolina
$102M -$2.17M -15,607 -2%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$94.8M -$2.4M -17,313 -2%
Stifel Financial
22
Stifel Financial
Missouri
$73.8M -$7.18M -51,737 -9%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$61.3M -$286K -2,064 -0.4%
US Bancorp
24
US Bancorp
Minnesota
$58.6M -$1.55M -11,156 -2%
SFC
25
SYM Financial Corp
Indiana
$58.3M +$3.25M +23,437 +6%
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