We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
301
Plante Moran Financial Advisors
Michigan
$63K
Lazard Asset Management
302
Lazard Asset Management
New York
$60K
CCS
303
Crosspoint Capital Strategies
California
$58K -$17.4K -171 -24%
TIM
304
Tortoise Investment Management
New York
$54K
TF
305
Tompkins Financial
New York
$49K
EWM
306
Evercore Wealth Management
New York
$46K +$22.3K +219 +89%
VIA
307
Vantage Investment Advisors
Pennsylvania
$46K +$27.7K +272 +144%
TDC
308
Thompson Davis & Co
Virginia
$45K -$407K -3,995 -90%
MWP
309
MYCIO Wealth Partners
Pennsylvania
$45K -$14.7K -144 -24%
BC
310
Bartlett & Co
Ohio
$40K
PO
311
Private Ocean
California
$35K
AC
312
Alexandria Capital
Virginia
$32K
HI
313
Hudock Inc
Pennsylvania
$32K
JAM
314
JCIC Asset Management
Ontario, Canada
$28K
LIA
315
LS Investment Advisors
Michigan
$28K
Fuller & Thaler Asset Management
316
Fuller & Thaler Asset Management
California
$28K +$29K +284 New
MDCM
317
Morgan Dempsey Capital Management
Wisconsin
$26K +$26.5K +260 New
WTC
318
WhitTier Trust Company
Nevada
$23K
HNB
319
Huntington National Bank
Ohio
$21K
CP
320
Corbenic Partners
Pennsylvania
$20K
Legal & General Group
321
Legal & General Group
United Kingdom
$20K +$21.1K +207 New
WP
322
WealthPLAN Partners
Nebraska
$18.5K +$57.2K +561 New
CG
323
Cutler Group
California
$18K +$19.2K +188 New
PG
324
Patten Group
Tennessee
$16.9K +$17.3K +170 New
PFG
325
Piershale Financial Group
Illinois
$15K +$306 +3 +2%