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
$94.9M -$1.85M -10,028 -2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$92.9M +$6.31M +34,174 +7%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$92.6M +$50.5M +273,140 +117%
SP
29
Symmetry Partners
Connecticut
$90.5M +$40.8M +220,661 +80%
MCCA
30
Mill Creek Capital Advisors
Pennsylvania
$87.2M -$14M -75,600 -14%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$86.3M -$2.37M -12,820 -3%
UCFA
32
United Capital Financial Advisors
Texas
$78.4M -$1.95M -10,534 -2%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$73.6M -$812K -4,393 -1%
RJA
34
Raymond James & Associates
Florida
$71.1M +$3.47M +18,759 +5%
Retirement Systems of Alabama
35
Retirement Systems of Alabama
Alabama
$69.8M
SGAM
36
Stephens Group Asset Management
Arkansas
$68.9M +$908K +4,915 +1%
Mariner
37
Mariner
Kansas
$68.6M +$488K +2,640 +0.7%
RWP
38
RWA Wealth Partners
Massachusetts
$68.4M +$1.25M +6,771 +2%
PP
39
PDS Planning
Ohio
$67.7M +$1.61M +8,710 +2%
MGIA
40
Moneta Group Investment Advisors
Missouri
$63.2M +$527K +2,855 +0.8%
CFM
41
Comprehensive Financial Management
California
$59.5M -$9.7M -52,500 -14%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$59.3M -$560K -3,029 -0.9%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$59.2M +$893K +4,832 +2%
MWM
44
Modera Wealth Management
New Jersey
$57.9M +$4.4M +23,801 +8%
SC
45
Savant Capital
Illinois
$57.2M -$21.3M -115,191 -27%
RIA
46
Retirement Investment Advisors
Oklahoma
$57.1M +$57.8M +312,693 New
1832 Asset Management
47
1832 Asset Management
Ontario, Canada
$56.8M -$118K -641 -0.2%
Charles Schwab
48
Charles Schwab
California
$56.7M -$2.56M -13,844 -4%
EWA
49
Exencial Wealth Advisors
Oklahoma
$54.9M -$5.85M -31,666 -10%
RA
50
Rodgers & Associates
Pennsylvania
$54.5M +$590K +3,192 +1%