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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
$420M -$10.7M -60,920 -3%
Bank of America
2
Bank of America
North Carolina
$400M +$3.88M +22,023 +1%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$286M +$9.96M +56,495 +4%
UBS Group
4
UBS Group
Switzerland
$235M -$2.84M -16,130 -1%
Wells Fargo
5
Wells Fargo
California
$225M +$15.8M +89,877 +8%
TF
6
TIAA FSB
Florida
$182M -$4.91M -27,851 -3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$179M +$1.66M +9,431 +1%
AssetMark Inc
8
AssetMark Inc
California
$161M +$19.4M +109,952 +14%
TI
9
Truepoint Inc
Ohio
$136M -$4.28M -24,298 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$110M +$50M +283,765 +87%
SGAM
11
Stephens Group Asset Management
Arkansas
$89.3M +$5.33M +30,222 +6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$87M -$2.26M -12,795 -3%
Stifel Financial
13
Stifel Financial
Missouri
$79.2M -$6.82M -38,681 -8%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$75.3M -$68.9K -391 -0.1%
LPL Financial
15
LPL Financial
California
$69.2M +$4.93M +27,964 +8%
Truist Financial
16
Truist Financial
North Carolina
$65.5M -$698K -3,956 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$59.9M +$111K +630 +0.2%
WA
18
Waverly Advisors
Alabama
$59.9M -$1.11M -6,321 -2%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$57.9M -$3.71M -21,020 -6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$52.2M +$422K +2,392 +0.8%
PPW
21
Parcion Private Wealth
Washington
$44.8M +$2.37M +13,456 +6%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$43.1M -$685K -3,886 -2%
Ameriprise
23
Ameriprise
Minnesota
$38M -$1.86M -10,523 -5%
MIS
24
Morningstar Investment Services
Illinois
$34.7M +$5.15M +29,225 +18%
AF
25
Allworth Financial
California
$31M +$2.46M +13,938 +9%
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