We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APIM
676
Agate Pass Investment Management
Washington
$562K -$4.76K -30 -0.8%
AWP
677
Accretive Wealth Partners
New Jersey
$561K -$19.7K -124 -3%
RWP
678
RWA Wealth Partners
Massachusetts
$557K +$616K +3,881 New
MAM
679
McLean Asset Management
Virginia
$554K -$46.1K -290 -7%
VCP
680
Vista Capital Partners
Oregon
$554K +$24K +151 +4%
TNA
681
True North Advisors
Texas
$552K -$176K -1,110 -22%
RIA
682
Realta Investment Advisors
Delaware
$552K +$20.6K +130 +3%
CGL
683
Clarius Group LLC
Washington
$550K
CHC
684
City Holding Co
West Virginia
$548K -$1.59K -10 -0.3%
LFA
685
Landmark Financial Advisors
Kentucky
$547K -$3.18K -20 -0.5%
Renaissance Technologies
686
Renaissance Technologies
New York
$545K -$842K -5,300 -58%
IA
687
IFG Advisors
Missouri
$545K +$156K +985 +35%
MP
688
McDonald Partners
Ohio
$543K -$219K -1,381 -27%
CF
689
Centaurus Financial
California
$539K -$15.9K -100 -3%
BWA
690
BDO Wealth Advisors
Florida
$538K -$86.9K -547 -13%
LSPW
691
Lake Street Private Wealth
Illinois
$537K -$91K -573 -13%
SWM
692
Silverlake Wealth Management
Vermont
$531K +$124K +780 +27%
GIA
693
Gladstone Institutional Advisory
Florida
$531K -$47.5K -299 -7%
MFG
694
MidWestOne Financial Group
Iowa
$531K +$149K +937 +34%
CWC
695
Carolinas Wealth Consulting
North Carolina
$525K +$2.38K +15 +0.4%
FLA
696
Financial Life Advisors
Texas
$523K -$8.26K -52 -1%
EA
697
Eudaimonia Advisors
Tennessee
$516K -$4.61K -29 -0.8%
RFA
698
Resurgent Financial Advisors
Georgia
$514K -$68.9K -434 -11%
Vanguard Personalized Indexing Management
699
Vanguard Personalized Indexing Management
California
$514K +$14.1K +89 +3%
MFA
700
McClarren Financial Advisors
Pennsylvania
$511K +$566K +3,564 New