VB icon

Vanguard Morningstar Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
1101
Nations Financial Group
Iowa
$1.15M -$3.56M -14,919 -74%
AWM
1102
Adams Wealth Management
Utah
$1.15M -$572K -2,396 -32%
CI
1103
CacheTech Inc
Utah
$1.15M -$572K -2,396 -32%
Marshall Wace
1104
Marshall Wace
United Kingdom
$1.15M +$1.23M +5,166 New
FCIM
1105
Fairview Capital Investment Management
California
$1.14M +$302K +1,265 +32%
WWM
1106
Western Wealth Management
Colorado
$1.14M -$408K -1,708 -25%
BDFN
1107
Bond & Devick Financial Network
Minnesota
$1.14M -$4.5M -18,861 -79%
FBFS
1108
First Business Financial Services
Wisconsin
$1.14M – – –
NPT
1109
National Philanthropic Trust
Pennsylvania
$1.13M -$3.82K -16 -0.3%
CAM
1110
CPA Asset Management
Florida
$1.13M – – –
AG
1111
Advocate Group
Minnesota
$1.13M +$60.9K +255 +5%
MWP
1112
Meridian Wealth Partners
Pennsylvania
$1.13M -$139K -584 -10%
EFG
1113
Everhart Financial Group
Ohio
$1.12M +$69.3K +290 +6%
FWA
1114
Flagship Wealth Advisors
Massachusetts
$1.12M -$54.2K -227 -4%
KIA
1115
KCM Investment Advisors
California
$1.12M +$31.3K +131 +3%
TFF
1116
The Family Firm
Maryland
$1.11M +$5.01K +21 +0.4%
SFP
1117
SwitchPoint Financial Planning
Utah
$1.11M – – –
EFP
1118
Elser Financial Planning
Indiana
$1.11M – – –
VC
1119
Vicus Capital
Pennsylvania
$1.11M -$683K -2,858 -36%
SCA
1120
Stillwater Capital Advisors
Pennsylvania
$1.1M +$105K +438 +10%
SFP
1121
Strategic Financial Partners
Oregon
$1.1M -$23.2K -97 -2%
LA
1122
LexAurum Advisors
Kansas
$1.1M -$48K -201 -4%
NJIM
1123
Nabity-Jensen Investment Management
Nebraska
$1.1M -$118K -495 -9%
MFWP
1124
Mosaic Family Wealth Partners
Missouri
$1.09M +$1.43K +6 +0.1%
CWM
1125
Cherrydale Wealth Management
New Jersey
$1.09M +$5.01K +21 +0.4%