We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$101M +$3.19M +17,664 +3%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$93.2M -$8.09M -44,816 -8%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$91.1M +$248K +1,377 +0.3%
UCFA
29
United Capital Financial Advisors
Texas
$84.4M -$3.79M -20,999 -5%
SAG
30
SageView Advisory Group
California
$82.4M +$84.1M +465,847 +10,480%
SC
31
Savant Capital
Illinois
$82.2M -$1.43M -7,936 -2%
CAN
32
Cetera Advisor Networks
California
$80.3M +$1.54M +8,530 +2%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$78.2M -$914K -5,063 -1%
FG
34
Foster Group
Iowa
$75.9M -$2.09M -11,605 -3%
Retirement Systems of Alabama
35
Retirement Systems of Alabama
Alabama
$73.4M
CFM
36
Comprehensive Financial Management
California
$72.3M -$48.9K -271 -0.1%
Mariner
37
Mariner
Kansas
$71.6M +$934K +5,177 +1%
SGAM
38
Stephens Group Asset Management
Arkansas
$71.5M -$25.4K -141 -0%
RJA
39
Raymond James & Associates
Florida
$71.1M -$8.53M -47,247 -11%
RWP
40
RWA Wealth Partners
Massachusetts
$70.6M +$1.36M +7,542 +2%
PP
41
PDS Planning
Ohio
$69.5M +$1.14M +6,308 +2%
MGIA
42
Moneta Group Investment Advisors
Missouri
$65.9M +$16.3M +90,213 +36%
EWA
43
Exencial Wealth Advisors
Oklahoma
$63.8M -$1.61M -8,945 -3%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$62.9M -$1.82M -10,107 -3%
Charles Schwab
45
Charles Schwab
California
$62.3M -$2.91M -16,108 -5%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$61.3M +$528K +2,928 +0.9%
Stifel Financial
47
Stifel Financial
Missouri
$60M +$2.46M +13,654 +5%
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$59.9M -$1.46M -8,072 -3%
RA
49
Rodgers & Associates
Pennsylvania
$56.7M -$111K -616 -0.2%
MWM
50
Modera Wealth Management
New Jersey
$56.3M +$2.43M +13,482 +5%