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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
$375M -$5.76M -31,769 -2%
Bank of America
2
Bank of America
North Carolina
$326M -$14M -77,263 -4%
AssetMark Inc
3
AssetMark Inc
California
$323M +$17M +93,631 +6%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$273M -$4.15M -22,894 -1%
UBS Group
5
UBS Group
Switzerland
$231M -$630K -3,475 -0.3%
Wells Fargo
6
Wells Fargo
California
$219M -$4.85M -26,772 -2%
TI
7
Truepoint Inc
Ohio
$185M +$8.4M +46,378 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$174M -$1.34M -7,411 -0.8%
TF
9
TIAA FSB
Florida
$161M -$31.2M -172,186 -16%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$131M +$534K +2,949 +0.4%
LPL Financial
11
LPL Financial
California
$92.4M -$150K -829 -0.2%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$82.2M -$1.3M -7,198 -2%
SGAM
13
Stephens Group Asset Management
Arkansas
$80.8M -$880K -4,858 -1%
Stifel Financial
14
Stifel Financial
Missouri
$79.4M -$1.48M -8,163 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$78.5M -$2.71M -14,971 -3%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$68.3M -$1.1M -6,075 -2%
WA
17
Waverly Advisors
Alabama
$67.9M -$5.07M -27,992 -7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$62.1M -$1.5M -8,271 -2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$60.2M -$7.07M -39,004 -10%
EWA
20
EP Wealth Advisors
California
$53.1M +$14.1M +77,769 +36%
OWM
21
Orgel Wealth Management
Wisconsin
$49.7M +$2.51M +13,858 +5%
Ameriprise
22
Ameriprise
Minnesota
$49.1M +$14.3M +78,916 +41%
Truist Financial
23
Truist Financial
North Carolina
$48.6M +$4M +22,056 +9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$45.8M -$116K -641 -0.3%
TC
25
Trust Company
Kansas
$39.8M +$749K +4,135 +2%
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