We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SBSB
26
Sullivan, Bruyette, Speros & Blaney
Virginia
$81.1M -$5.37M -37,104 -6%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$79.4M +$9.94M +68,710 +15%
KIM
28
Karpus Investment Management
New York
$75.1M -$660K -4,565 -0.9%
GT
29
Glenmede Trust
Pennsylvania
$72.1M +$11.5M +79,571 +19%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65M +$13.5M +93,125 +27%
EWA
31
EP Wealth Advisors
California
$64.5M +$3.62M +25,032 +6%
Stifel Financial
32
Stifel Financial
Missouri
$52.9M +$2.36M +16,337 +5%
PAMU
33
Pictet Asset Management (UK)
United Kingdom
$52.6M -$217K -1,500 -0.4%
VCP
34
Vista Capital Partners
Oregon
$51.8M +$134K +926 +0.3%
PA
35
Pinnacle Associates
New York
$47.8M +$1.26M +8,725 +3%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$46.1M -$828K -5,726 -2%
AAS
37
Annex Advisory Services
Wisconsin
$45M +$2.24M +15,518 +5%
IAS
38
INR Advisory Services
Pennsylvania
$43.1M +$859K +5,940 +2%
Vanguard Group
39
Vanguard Group
Pennsylvania
$42.6M +$1.3M +8,970 +3%
CSIA
40
Charles Schwab Investment Advisory
California
$42.3M -$848K -5,863 -2%
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$39M +$21.5M +148,757 +130%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$38.2M +$13.5M +93,041 +56%
MWP
43
Moller Wealth Partners
$37.9M +$17.1M +118,183 +86%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$37.2M -$1.61M -11,116 -4%
Allianz Asset Management
45
Allianz Asset Management
Germany
$37M
BPB
46
Badgley, Phelps & Bell
Washington
$37M +$1.13M +7,810 +3%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$36.2M +$1.87M +12,903 +6%
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$36.1M +$1.57M +10,837 +5%
LTFS
49
Ladenburg Thalmann Financial Services
Florida
$34.6M +$5.98M +41,324 +21%
HI
50
Horizon Investments
North Carolina
$32.1M +$2.24M +15,514 +7%