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icono de VO

Vanguard Morningstar Mid-Cap ETF
VO

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Koss-Olinger Consulting
2026
Koss-Olinger Consulting
Florida
USD 315 k -USD 471 k -6,080 -61%
Strategic Financial Planning
2027
Strategic Financial Planning
Texas
USD 314 k +USD 302 k +3,900 Nuevas
AT
2028
Arlington Trust
Alabama
USD 314 k +USD 39.2 k +505 +15%
Legacy Bridge
2029
Legacy Bridge
Iowa
USD 313 k – – –
Abacus Planning Group
2030
Abacus Planning Group
South Carolina
USD 313 k +USD 43.4 k +560 +17%
Novus Advisors
2031
Novus Advisors
South Carolina
USD 312 k -USD 310 -4 -0.1%
Intrepid Financial Planning Group
2032
Intrepid Financial Planning Group
Indiana
USD 312 k +USD 15.2 k +196 +5%
Tocqueville Asset Management
2033
Tocqueville Asset Management
New York
USD 312 k +USD 465 +6 +0.2%
North Capital
2034
North Capital
Utah
USD 312 k +USD 775 +10 +0.3%
Summit Asset Management
2035
Summit Asset Management
Tennessee
USD 312 k +USD 1.47 k +19 +0.5%
Regimen Wealth
2036
Regimen Wealth
Georgia
USD 311 k +USD 3.88 k +50 +1%
Kanawha Capital Management
2037
Kanawha Capital Management
Virginia
USD 311 k -USD 155 -2 -0.1%
Townsend Asset Management
2038
Townsend Asset Management
North Carolina
USD 310 k -USD 15 k -193 -5%
GSG Advisors
2039
GSG Advisors
New Jersey
USD 310 k +USD 775 +10 +0.3%
Edgemoor Investment Advisors
2040
Edgemoor Investment Advisors
Maryland
USD 309 k -USD 40.3 k -520 -12%
Shayne & Jacobs LLC
2041
Shayne & Jacobs LLC
Tennessee
USD 309 k +USD 23.4 k +302 +9%
Tradition Wealth Management
2042
Tradition Wealth Management
Minnesota
USD 309 k -USD 14.7 k -189 -5%
First Heartland Consultants
2043
First Heartland Consultants
Missouri
USD 307 k +USD 20.8 k +268 +8%
Private Capital Management (Florida)
2044
Private Capital Management (Florida)
Florida
USD 307 k -USD 8.76 k -113 -3%
Herold Advisors
2045
Herold Advisors
New York
USD 307 k -USD 83.3 k -1,074 -22%
Prevail Innovative Wealth Advisors
2046
Prevail Innovative Wealth Advisors
Kansas
USD 306 k -USD 21.7 k -280 -7%
Financial Management Network
2047
Financial Management Network
California
USD 306 k +USD 296 k +3,816 Nuevas
NWA
2048
Northwest Wealth Advisors
Washington
USD 306 k +USD 3.64 k +47 +1%
URS Advisory
2049
URS Advisory
Florida
USD 304 k +USD 853 +11 +0.3%
Financial Advisors Network
2050
Financial Advisors Network
California
USD 302 k +USD 78 +1 +0%
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