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Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$140M +$24.3M +262,877 +22%
U
2
UBS
Switzerland
$126M +$6.46M +69,806 +6%
Morgan Stanley
3
Morgan Stanley
New York
$115M -$1.57M -16,953 -1%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$89.5M +$230K +2,483 +0.3%
TI
5
Truepoint Inc
Ohio
$73.3M +$1.9M +20,593 +3%
Wells Fargo
6
Wells Fargo
California
$49.3M +$2.25M +24,319 +5%
WA
7
Waverly Advisors
Alabama
$38.8M +$2.24M +24,252 +6%
LPL Financial
8
LPL Financial
California
$32.1M -$915K -9,889 -3%
CNB
9
City National Bank
Delaware
$23.8M -$331K -3,575 -1%
TAIM
10
TD Ameritrade Investment Management
Nebraska
$23.3M +$18.9M +204,056 +546%
TCT
11
TIAA CREF Trust
Missouri
$19.9M +$1.88M +20,335 +11%
Stifel Financial
12
Stifel Financial
Missouri
$16.1M +$966K +10,443 +7%
NFG
13
Noven Financial Group
Colorado
$14.9M +$456K +4,927 +3%
Goldman Sachs
14
Goldman Sachs
New York
$11.3M +$10.9M +117,713 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$10.4M -$1.42M -15,298 -12%
MA
16
MCF Advisors
Kentucky
$10.1M +$647 +7 +0%
Vanguard Group
17
Vanguard Group
Pennsylvania
$9.69M +$9.44K +102 +0.1%
SWM
18
SVA Wealth Management
Wisconsin
$8.03M +$59.8K +647 +0.8%
SEIA
19
Signature Estate & Investment Advisors
California
$7.54M +$1.03M +11,182 +17%
SG Americas Securities
20
SG Americas Securities
New York
$7.51M +$4.08M +44,108 +130%
LNC
21
Lincoln National Corp
Pennsylvania
$6.99M +$546K +5,903 +9%
CWM
22
Cranbrook Wealth Management
Michigan
$6.95M +$149K +1,609 +2%
CCM
23
Condor Capital Management
New Jersey
$6.49M -$1.62M -17,554 -21%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$6.18M -$175K -1,889 -3%
CFSG
25
Community Financial Services Group
Vermont
$6.06M +$130K +1,405 +2%