We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ballentine Partners
626
Ballentine Partners
Massachusetts
$1.44M – – –
NCTC
627
New Covenant Trust Company
Indiana
$1.44M -$4.61K -24 -0.3%
Jefferies Financial Group
628
Jefferies Financial Group
New York
$1.44M -$122K -635 -8%
BOH
629
Bank of Hawaii
Hawaii
$1.43M +$28.3K +147 +2%
KAS
630
KPP Advisory Services
Kentucky
$1.42M +$1.36M +7,095 New
WFAG
631
Wescott Financial Advisory Group
Pennsylvania
$1.39M -$65.5K -341 -5%
MA
632
Mutual Advisors
Nebraska
$1.39M +$4.04K +21 +0.3%
FHC
633
Forest Hill Capital
Arkansas
$1.39M – – –
PWMG
634
Pioneer Wealth Management Group
Texas
$1.38M -$79.2K -412 -6%
Susquehanna International Group
635
Susquehanna International Group
Pennsylvania
$1.38M -$5.68M -29,543 -81%
Robertson Stephens Wealth Management
636
Robertson Stephens Wealth Management
California
$1.38M +$1.07M +5,548 +417%
EWM
637
Evermay Wealth Management
Virginia
$1.37M -$923K -4,804 -41%
AQR Capital Management
638
AQR Capital Management
Connecticut
$1.37M +$950K +4,942 +265%
Fulton Bank
639
Fulton Bank
Pennsylvania
$1.36M – – –
Arkadios Wealth Advisors
640
Arkadios Wealth Advisors
Georgia
$1.36M +$34.4K +179 +3%
ATI
641
ARK & TLK Investments
Oklahoma
$1.35M -$14.4K -75 -1%
DWS
642
Discipline Wealth Solutions
South Carolina
$1.34M +$328K +1,708 +34%
CFGS
643
Concourse Financial Group Securities
Alabama
$1.34M -$57.9K -301 -4%
Wilmington Savings Fund Society
644
Wilmington Savings Fund Society
Delaware
$1.33M +$1.27M +6,628 New
Tudor Investment Corp
645
Tudor Investment Corp
Connecticut
$1.32M +$271K +1,412 +27%
Level Four Advisory Services
646
Level Four Advisory Services
Texas
$1.31M +$791K +4,115 +166%
UAG
647
United Advisor Group
Ohio
$1.31M +$565K +2,939 +83%
BCA
648
Bay Colony Advisors
Massachusetts
$1.3M +$2.12K +11 +0.2%
Alesco Advisors
649
Alesco Advisors
New York
$1.3M – – –
JC
650
Jentner Corp
Ohio
$1.29M +$11K +57 +0.9%