We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$295M +$7.67M +29,929 +3%
MWM
27
Mission Wealth Management
California
$290M +$1.81M +7,065 +0.6%
GC
28
Grimes & Company
Massachusetts
$286M +$8.01M +31,278 +3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$257M -$13.8M -53,942 -5%
HighTower Advisors
30
HighTower Advisors
Illinois
$245M +$3.12M +12,184 +1%
TIAA Trust, National Association
31
TIAA Trust, National Association
North Carolina
$231M -$9.64M -37,628 -4%
GT
32
Glenmede Trust
Pennsylvania
$230M +$228M +890,268 New
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$215M +$25.5M +99,689 +14%
Osaic Holdings
34
Osaic Holdings
Arizona
$213M -$2.12M -8,291 -1%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$201M +$7.04M +27,498 +4%
Cerity Partners
36
Cerity Partners
New York
$199M +$30.7M +119,995 +18%
BPWM
37
Badgley Phelps Wealth Managers
Washington
$198M +$51.8M +202,321 +36%
NHC
38
Nicholas Hoffman & Company
Georgia
$193M +$966K +3,769 +0.5%
Vanguard Group
39
Vanguard Group
Pennsylvania
$166M +$7.01M +27,360 +4%
RMDI
40
R.M. Davis Inc
Maine
$152M +$17.7M +69,017 +13%
Corient Private Wealth
41
Corient Private Wealth
Florida
$147M +$30.7M +119,913 +27%
CFB
42
Cullen/Frost Bankers
Texas
$147M +$2.83M +11,028 +2%
Teacher Retirement System of Texas
43
Teacher Retirement System of Texas
Texas
$146M +$68.6M +267,816 +89%
State Street
44
State Street
Massachusetts
$143M -$19M -74,218 -12%
CA
45
Clearstead Advisors
Ohio
$141M +$1.34M +5,218 +1%
CTB
46
Country Trust Bank
Illinois
$133M +$63.7M +248,546 +93%
MGIA
47
Moneta Group Investment Advisors
Missouri
$131M +$2.95M +11,503 +2%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$129M +$351K +1,370 +0.3%
Pathstone Holdings
49
Pathstone Holdings
New Jersey
$127M -$631K -2,464 -0.5%
PA
50
Pinnacle Associates
New York
$117M +$299K +1,166 +0.3%