We are live on ! Find out more
VBK icon

Vanguard Morningstar Small-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WOC
701
West Oak Capital
California
$158K – – –
AA
702
Ancora Advisors
Ohio
$146K +$103K +419 +248%
OIA
703
Optimum Investment Advisors
Illinois
$145K -$7.63K -31 -5%
LWA
704
Lenox Wealth Advisors
New York
$143K – – –
JWBC
705
John W. Brooker & Co
California
$141K – – –
HIA
706
Harbor Investment Advisory
Maryland
$140K – – –
EDRH
707
Edmond de Rothschild Holding
Switzerland
$136K -$49.2K -200 -27%
Lazard Asset Management
708
Lazard Asset Management
New York
$136K – – –
Barclays
709
Barclays
United Kingdom
$132K – – –
IRC
710
Investors Research Corp
Georgia
$130K -$1.97K -8 -2%
PO
711
Private Ocean
California
$129K – – –
BEI
712
Benjamin Edwards Inc
Missouri
$125K +$10.8K +44 +10%
SC
713
SouthState Corp
Florida
$124K +$35.7K +145 +41%
BWA
714
BDO Wealth Advisors
Florida
$122K -$12.3K -50 -9%
HR
715
Howe & Rusling
New York
$122K +$121K +493 New
CSWG
716
Cardinal Strategic Wealth Guidance
Kentucky
$119K +$118K +480 New
CSIA
717
Carl Stuart Investment Advisor
Texas
$119K +$118K +478 New
LB
718
Legacy Bridge
Iowa
$117K – – –
GI
719
Gradient Investments
Minnesota
$116K -$39.4K -160 -26%
FPS
720
Fieldpoint Private Securities
Connecticut
$113K -$76.3K -310 -40%
CDIA
721
Capital Directions Investment Advisors
Georgia
$110K +$109K +444 New
FDCDDQ
722
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K +$12.1K +49 +13%
CIAS
723
Capital Investment Advisory Services
North Carolina
$108K +$24.6K +100 +30%
PB
724
Pinnacle Bancorp
Nebraska
$105K +$6.16K +25 +6%
C
725
Certuity
Florida
$103K +$102K +414 New