We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
501
Trust Company of Vermont
Vermont
$1.79M +$30.3K +190 +2%
Kayne Anderson Rudnick Investment Management
502
Kayne Anderson Rudnick Investment Management
California
$1.76M +$1.45M +9,092 +455%
FCA
503
FinTrust Capital Advisors
South Carolina
$1.76M +$170K +1,070 +11%
DSC
504
Duncker Streett & Co
Missouri
$1.74M +$3.02K +19 +0.2%
CPA
505
Capital Performance Advisors
California
$1.74M +$467K +2,933 +37%
OCM
506
One Capital Management
California
$1.74M +$506K +3,178 +41%
STA
507
Summit Trail Advisors
New York
$1.74M +$1.74M +10,930 New
CSB
508
City State Bank
Iowa
$1.73M +$141K +885 +9%
SJL
509
Shayne & Jacobs LLC
Tennessee
$1.72M
BHWM
510
Beaird Harris Wealth Management
Texas
$1.72M -$151K -948 -8%
FLI
511
Family Legacy Inc
South Carolina
$1.72M +$822K +5,160 +103%
1WA
512
180 Wealth Advisors
Washington
$1.71M -$29.3K -184 -2%
LWMNY
513
Landmark Wealth Management (New York)
New York
$1.7M -$48.7K -306 -3%
CBFP
514
Cedar Brook Financial Partners
Ohio
$1.67M -$34.5K -217 -2%
HMS
515
Hanseatic Management Services
New Mexico
$1.67M -$65.3K -410 -4%
CIA
516
Compass Ion Advisors
Pennsylvania
$1.67M +$782K +4,911 +88%
CSWM
517
Cassady Schiller Wealth Management
Ohio
$1.66M -$265K -1,665 -14%
BCM
518
BTC Capital Management
Iowa
$1.66M +$31.5K +198 +2%
WBC
519
West Branch Capital
Massachusetts
$1.64M +$318 +2 +0%
FAN
520
Financial Advisors Network
California
$1.61M -$54.9K -345 -3%
PFS
521
Prospera Financial Services
Texas
$1.57M +$9.07K +57 +0.6%
NOI
522
Newton One Investments
Delaware
$1.57M -$41.6K -261 -3%
Wealthfront Advisers
523
Wealthfront Advisers
California
$1.56M +$451K +2,833 +40%
SQA
524
Simon Quick Advisors
New Jersey
$1.56M -$251K -1,578 -14%
PL
525
Plancorp LLC
Missouri
$1.55M +$14.6K +92 +0.9%