We are live on ! Find out more
MGV icon

Vanguard Morningstar Mega Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
101
Bessemer Group
New Jersey
$241K – – –
ST
102
Spinnaker Trust
Maine
$232K – – –
SS
103
Simplicity Solutions
Minnesota
$229K -$1.32M -17,261 -84%
RJT
104
Raymond James Trust
Florida
$228K – – –
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$220K -$535 -7 -0.2%
BF
106
BOK Financial
Oklahoma
$211K +$611 +8 +0.3%
TNB
107
Thomasville National Bank
Georgia
$202K +$216K +2,831 New
Fifth Third Bancorp
108
Fifth Third Bancorp
Ohio
$181K – – –
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$172K +$10.2K +134 +6%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$168K +$125K +1,637 +230%
JP Morgan Chase
111
JP Morgan Chase
New York
$153K – – –
APA
112
American Portfolios Advisors
New York
$126K +$43.2K +566 +47%
CIAS
113
Capital Investment Advisory Services
North Carolina
$121K +$130K +1,699 New
DWM
114
Doyle Wealth Management
Florida
$118K +$126K +1,649 New
William Blair & Company
115
William Blair & Company
Illinois
$111K – – –
APSP
116
Asset Planning Services (Pennsylvania)
Pennsylvania
$103K +$305 +4 +0.3%
IA
117
IFP Advisors
Florida
$82K +$17K +222 +24%
TAIM
118
TD Ameritrade Investment Management
Nebraska
$78K -$3.44K -45 -4%
WAM
119
Wealthspire Advisors (Maryland)
Maryland
$57K – – –
DSC
120
Duncker Streett & Co
Missouri
$43K – – –
FPFS
121
First Personal Financial Services
North Carolina
$36K – – –
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$33K – – –
JCM
123
Jacobi Capital Management
Pennsylvania
$32K +$458 +6 +1%
FHA
124
Flagship Harbor Advisors
Massachusetts
$30K -$8.4K -110 -20%
EFSCE
125
Enterprise Financial Services Corp (EFSC)
Missouri
$27K – – –