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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
$361M +$8.94M +47,227 +2%
Bank of America
2
Bank of America
North Carolina
$323M -$14.3M -75,363 -4%
AssetMark Inc
3
AssetMark Inc
California
$290M +$27.4M +144,685 +9%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$263M -$1.15M -6,061 -0.4%
UBS Group
5
UBS Group
Switzerland
$220M -$9.59M -50,652 -4%
Wells Fargo
6
Wells Fargo
California
$212M +$8.81M +46,532 +4%
CWA
7
CM Wealth Advisors
Ohio
$201M – – –
TF
8
TIAA FSB
Florida
$182M -$44.5M -235,139 -18%
TI
9
Truepoint Inc
Ohio
$168M +$6.45M +34,080 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$166M +$3.05M +16,092 +2%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$124M -$1.6M -8,454 -1%
LPL Financial
12
LPL Financial
California
$87.8M +$1.97M +10,383 +2%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$79.2M +$5.22M +27,583 +6%
SGAM
14
Stephens Group Asset Management
Arkansas
$77.5M +$2.41M +12,758 +3%
Stifel Financial
15
Stifel Financial
Missouri
$76.7M +$888K +4,691 +1%
Osaic Holdings
16
Osaic Holdings
Arizona
$71.6M -$863K -4,558 -1%
WA
17
Waverly Advisors
Alabama
$69.2M +$2.57M +13,556 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$65.8M +$5.45M +28,796 +8%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$63.8M -$19.3M -102,129 -21%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$60.3M +$3.08M +16,287 +5%
OWM
21
Orgel Wealth Management
Wisconsin
$44.8M +$17.4M +91,790 +54%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$43.6M -$531K -2,804 -1%
Truist Financial
23
Truist Financial
North Carolina
$42.4M +$1.09M +5,737 +2%
EWA
24
EP Wealth Advisors
California
$37.1M +$9.31M +49,170 +29%
TC
25
Trust Company
Kansas
$37M +$1.62M +8,555 +4%
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