We are live on ! Find out more
VB icon

Vanguard Morningstar Small-Cap ETF
VB

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
801
Boston Family Office
Massachusetts
$406K – – –
CAL
802
Capital Advisors Ltd
Ohio
$402K +$56.1K +365 +16%
TP
803
Tranquility Partners
Tennessee
$401K +$16.7K +109 +4%
KL
804
KWMG LLC
Kansas
$399K -$5.84K -38 -1%
ECM
805
Exchange Capital Management
Michigan
$399K – – –
CCA
806
Conservest Capital Advisors
Pennsylvania
$395K +$307 +2 +0.1%
BMCM
807
Bryn Mawr Capital Management
Pennsylvania
$388K – – –
SIA
808
Soltis Investment Advisors
Utah
$388K – – –
FWIA
809
Fort Washington Investment Advisors
Ohio
$387K +$24.9K +162 +7%
OSNBOA
810
Old Second National Bank of Aurora
Illinois
$385K – – –
BW
811
Bison Wealth
Georgia
$385K +$38.9K +253 +11%
PWP
812
Personal Wealth Partners
Minnesota
$382K – – –
AA
813
Advisory Alpha
Michigan
$378K -$153K -999 -30%
WP
814
WMS Partners
Maryland
$378K – – –
WPC
815
Waters Parkerson & Co
Louisiana
$378K +$5.84K +38 +2%
GSWM
816
Golden State Wealth Management
California
$377K -$494K -3,213 -57%
SHJ
817
Sharkey, Howes & Javer
Colorado
$376K +$375K +2,443 New
GP
818
Girard Partners
Pennsylvania
$375K -$7.99K -52 -2%
RVPG
819
Relative Value Partners Group
$375K +$1.38K +9 +0.4%
SC
820
Scotia Capital
Ontario, Canada
$374K +$19.7K +128 +6%
ACM
821
Advisors Capital Management
New Jersey
$369K +$14K +91 +4%
DI
822
Disciplined Investments
Oklahoma
$368K -$32.1K -209 -8%
PJB
823
Paul John Balson
California
$365K -$125K -815 -26%
GL
824
Graypoint LLC
New York
$364K – – –
GWM
825
Geneos Wealth Management
Colorado
$363K -$185K -1,206 -33%
31 32
33
34 35