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Vanguard Morningstar Mid-Cap Growth ETF
VOT

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$395M -$13.7M -90,779 -4%
Bank of America
2
Bank of America
North Carolina
$363M +$7.65M +50,564 +2%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$253M +$2.51M +16,574 +1%
UBS Group
4
UBS Group
Switzerland
$218M -$787K -5,202 -0.4%
Wells Fargo
5
Wells Fargo
California
$191M +$26.9M +177,703 +18%
TF
6
TIAA FSB
Florida
$172M +$8.26M +54,594 +6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$162M +$648K +4,285 +0.4%
TI
8
Truepoint Inc
Ohio
$128M -$13.2M -87,428 -10%
AssetMark Inc
9
AssetMark Inc
California
$126M +$8.08M +53,444 +7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$81.8M -$1.42M -9,394 -2%
SGAM
11
Stephens Group Asset Management
Arkansas
$79.3M +$5.23M +34,594 +8%
Stifel Financial
12
Stifel Financial
Missouri
$78.9M -$4.72M -31,213 -6%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$69M -$861K -5,692 -1%
WA
14
Waverly Advisors
Alabama
$61.2M +$91.3K +604 +0.2%
Truist Financial
15
Truist Financial
North Carolina
$60.7M +$1.47M +9,747 +3%
LPL Financial
16
LPL Financial
California
$58.8M -$2.91M -19,259 -5%
Jones Financial Companies
17
Jones Financial Companies
Missouri
$56.2M -$2.33M -15,380 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$54.8M -$240K -1,589 -0.5%
Osaic Holdings
19
Osaic Holdings
Arizona
$54.1M -$11.1M -73,727 -18%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$47.4M +$5.75M +38,006 +15%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$40.1M +$644K +4,261 +2%
PPW
22
Parcion Private Wealth
Washington
$39.6M +$35.3M +233,647 New
Ameriprise
23
Ameriprise
Minnesota
$36.5M +$12.3M +81,518 +59%
MD
24
Money Design
Japan
$34.6M +$31.7M +209,516 New
LNC
25
Lincoln National Corp
Pennsylvania
$26.8M -$659K -4,358 -3%
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