We are live on ! Find out more
VOT icon

Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$508M -$5.25M -21,676 -1%
Morgan Stanley
2
Morgan Stanley
New York
$485M -$32M -132,326 -6%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$361M -$3.13M -12,914 -0.8%
UBS Group
4
UBS Group
Switzerland
$304M +$2.28M +9,428 +0.7%
AssetMark Inc
5
AssetMark Inc
California
$302M +$19.8M +81,665 +7%
Wells Fargo
6
Wells Fargo
California
$280M -$15.7M -65,021 -5%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$220M -$3.29M -13,584 -1%
TF
8
TIAA FSB
Florida
$195M -$1.23M -5,080 -0.6%
TI
9
Truepoint Inc
Ohio
$192M +$11.9M +49,183 +6%
LPL Financial
10
LPL Financial
California
$132M +$10.2M +42,239 +8%
Osaic Holdings
11
Osaic Holdings
Arizona
$124M -$2.48M -10,223 -2%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$99.9M +$2.69M +11,123 +3%
SGAM
13
Stephens Group Asset Management
Arkansas
$97.2M +$154K +636 +0.2%
Stifel Financial
14
Stifel Financial
Missouri
$90.7M +$364K +1,505 +0.4%
WA
15
Waverly Advisors
Alabama
$89.5M +$2.85M +11,757 +4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$85M -$6.12M -25,263 -7%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$78.3M +$1.3M +5,363 +2%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$78.2M +$2.04M +8,410 +3%
JWCA
19
J.W. Cole Advisors
Florida
$76.6M +$91.3M +376,992 +4,903%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$69.6M -$778K -3,213 -1%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$60.5M +$612K +2,526 +1%
PAG
22
Private Advisor Group
New Jersey
$60.4M +$27.3M +112,841 +79%
Truist Financial
23
Truist Financial
North Carolina
$57.5M +$1.44M +5,963 +3%
PPW
24
Parcion Private Wealth
Washington
$53.3M -$2.57M -10,600 -5%
RJA
25
Raymond James & Associates
Florida
$45.1M +$1.52M +6,284 +3%