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icono de VB

Vanguard Morningstar Small-Cap ETF
VB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
USD 145 M +USD 5.42 M +18,898 +4%
Pinnacle Associates
52
Pinnacle Associates
New York
USD 140 M +USD 1.15 M +4,012 +0.9%
State Street
53
State Street
Massachusetts
USD 140 M -USD 2.29 k -8 -0%
MML Investors Services
54
MML Investors Services
Massachusetts
USD 138 M +USD 22.7 M +79,265 +21%
Fusion Family Wealth
55
Fusion Family Wealth
New York
USD 137 M -USD 258 k -901 -0.2%
Equitable Holdings
56
Equitable Holdings
New York
USD 127 M -USD 1.2 M -4,184 -1%
Truist Financial
57
Truist Financial
North Carolina
USD 125 M -USD 6.17 M -21,539 -5%
Peapack-Gladstone Financial Corp
58
Peapack-Gladstone Financial Corp
New Jersey
USD 125 M +USD 1.16 M +4,063 +1%
CBIZ Investment Advisory Services
59
CBIZ Investment Advisory Services
Ohio
USD 125 M – – –
Kestra Advisory Services
60
Kestra Advisory Services
Texas
USD 125 M +USD 37.5 M +130,938 +47%
Corient Private Wealth
61
Corient Private Wealth
Florida
USD 123 M -USD 40.4 M -141,000 -26%
Trustmark National Bank Trust Department
62
Trustmark National Bank Trust Department
Mississippi
USD 120 M +USD 7.38 M +25,734 +7%
Baker Avenue Asset Management
63
Baker Avenue Asset Management
California
USD 119 M +USD 898 k +3,135 +0.8%
Wealthspire Advisors (New York)
64
Wealthspire Advisors (New York)
New York
USD 118 M -USD 3.32 M -11,581 -3%
Natixis Advisors
65
Natixis Advisors
Massachusetts
USD 117 M +USD 3.29 M +11,469 +3%
Heartwood Wealth Advisors
66
Heartwood Wealth Advisors
Virginia
USD 116 M +USD 3.49 M +12,179 +3%
Invictus Private Wealth
67
Invictus Private Wealth
Colorado
USD 115 M +USD 1.35 M +4,723 +1%
BlackRock
68
BlackRock
New York
USD 115 M +USD 3.57 M +12,452 +3%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
USD 108 M -USD 11.4 M -39,698 -10%
Catalyst Capital Advisors
70
Catalyst Capital Advisors
New York
USD 108 M +USD 1.33 M +4,627 +1%
Millburn Ridgefield Corp
71
Millburn Ridgefield Corp
New York
USD 108 M +USD 1.33 M +4,627 +1%
Merit Financial Group
72
Merit Financial Group
Georgia
USD 100 M +USD 5.46 M +19,065 +6%
Karpus Investment Management
73
Karpus Investment Management
New York
USD 96.9 M -USD 610 k -2,128 -0.7%
M&T Bank
74
M&T Bank
New York
USD 92.8 M -USD 2.01 M -6,997 -2%
Park Avenue Securities
75
Park Avenue Securities
New York
USD 91.8 M +USD 4.16 M +14,509 +5%
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