We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
501
SouthState Corp
Florida
$2.51M -$50.5K -247 -2%
NSIM
502
North Star Investment Management
Illinois
$2.49M -$89.2K -436 -4%
OC
503
Optima Capital
Oregon
$2.49M +$108K +526 +5%
WA
504
WP Advisors
California
$2.49M -$168K -823 -6%
SIP
505
Sellwood Investment Partners
Oregon
$2.46M +$2.41M +11,796 New
PL
506
Plancorp LLC
Missouri
$2.46M -$167K -816 -6%
Susquehanna International Group
507
Susquehanna International Group
Pennsylvania
$2.45M -$834K -4,078 -26%
WTFG
508
Wells Trecaso Financial Group
Ohio
$2.45M -$641K -3,137 -21%
GRP
509
Global Retirement Partners
California
$2.43M +$104K +508 +5%
TCM
510
Telos Capital Management
California
$2.42M -$43.8K -214 -2%
GCA
511
Gradient Capital Advisors
California
$2.41M -$34.1K -167 -1%
IWA
512
IVC Wealth Advisors
Pennsylvania
$2.4M +$75.2K +368 +3%
SFP
513
Sterling Financial Planning
New Jersey
$2.39M -$59.1K -289 -2%
SF
514
Synovus Financial
Georgia
$2.33M +$88.3K +432 +4%
SB
515
Simmons Bank
Arkansas
$2.31M -$175K -854 -7%
CA
516
Clune & Associates
Illinois
$2.3M +$241K +1,178 +12%
AWMM
517
Aegis Wealth Management (Maryland)
Maryland
$2.3M -$24.3K -119 -1%
MFG
518
Midwest Financial Group
Kansas
$2.29M +$70.7K +346 +3%
SJL
519
Shayne & Jacobs LLC
Tennessee
$2.28M +$15.3K +75 +0.7%
MSF
520
Mustard Seed Financial
Arkansas
$2.27M -$20.2K -99 -0.9%
BBW
521
Blue Barn Wealth
Utah
$2.27M -$174K -853 -7%
CIBC Private Wealth Group
522
CIBC Private Wealth Group
Georgia
$2.27M +$274K +1,339 +14%
SI
523
Seeds Investor
New York
$2.26M +$35.2K +172 +2%
SMA
524
Sage Mountain Advisors
Georgia
$2.25M -$45.6K -223 -2%
RCM
525
RMR Capital Management
California
$2.24M +$104K +511 +5%