We are live on ! Find out more
VBK icon

Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Shelton Wealth Management
Texas
$2.33M -$280K -1,011 -10%
FWP
302
FAS Wealth Partners
Kansas
$2.28M -$20.2K -73 -0.8%
QCM
303
Quantinno Capital Management
New York
$2.27M +$2.07M +7,458 +477%
AA
304
Aire Advisors
California
$2.26M -$9.7K -35 -0.4%
FA
305
Fermata Advisors
California
$2.24M -$1.38M -4,978 -36%
EH
306
Equitable Holdings
New York
$2.21M +$181K +654 +8%
Vanguard Group
307
Vanguard Group
Pennsylvania
$2.17M +$34.6K +125 +1%
IWM
308
IHT Wealth Management
Illinois
$2.16M +$771K +2,783 +48%
PRP
309
Peak Retirement Planning
Ohio
$2.16M -$585K -2,110 -20%
KeyBank National Association
310
KeyBank National Association
Ohio
$2.15M +$24.4K +88 +1%
PFWA
311
Paces Ferry Wealth Advisors
Georgia
$2.15M +$208K +752 +10%
PD
312
Planning Directions
Pennsylvania
$2.14M +$1.92M +6,920 +438%
TW
313
TritonPoint Wealth
Maryland
$2.13M +$37.7K +136 +2%
SFP
314
Sterling Financial Planning
New Jersey
$2.04M -$22.7K -82 -1%
IWS
315
Integrity Wealth Solutions
Colorado
$2.04M +$258K +931 +13%
GWMR
316
GC Wealth Management RIA
Massachusetts
$2.03M +$74.5K +269 +3%
AFO
317
Aurelius Family Office
New Hampshire
$2.01M +$2.22M +7,998 New
IWC
318
Integrated Wealth Concepts
Massachusetts
$1.97M -$79.5K -287 -4%
SB
319
Simmons Bank
Arkansas
$1.96M -$61K -220 -3%
AWM
320
Accel Wealth Management
Iowa
$1.94M +$234K +843 +12%
GIA
321
Gladstone Institutional Advisory
Florida
$1.94M -$465K -1,678 -18%
TWM
322
Tradition Wealth Management
Minnesota
$1.92M +$36K +130 +2%
CP
323
Creekside Partners
California
$1.91M +$2.77K +10 +0.1%
KWM
324
Kingsview Wealth Management
Oregon
$1.91M -$6.93K -25 -0.3%
BCM
325
BTC Capital Management
Iowa
$1.9M -$14.4K -52 -0.7%