We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSW
51
Buckingham Strategic Wealth
Missouri
$19.3M -$1.18M -9,217 -6%
B
52
Bailard
California
$18.7M +$1.09M +8,526 +6%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$17.7M -$855K -6,678 -5%
PP
54
PrairieView Partners
Minnesota
$17M +$429K +3,348 +3%
MWM
55
Modera Wealth Management
New Jersey
$16.8M -$371K -2,895 -2%
BFA
56
Bragg Financial Advisors
North Carolina
$16.8M +$1.68M +13,145 +11%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$16.3M +$224K +1,752 +1%
SB
58
Suntrust Banks
Georgia
$16M -$918K -7,175 -5%
TC
59
Trilogy Capital
California
$15.9M -$930K -7,267 -5%
PSUF
60
People's United Financial
Connecticut
$15.7M -$490K -3,828 -3%
Mariner
61
Mariner
Kansas
$15.4M +$1.82M +14,206 +14%
AMG
62
Asset Management Group
Connecticut
$15.2M +$1.7M +13,273 +13%
NFG
63
NewFocus Financial Group
Washington
$14.9M -$407K -3,181 -3%
HR
64
Hardy Reed
Mississippi
$14.6M +$203K +1,587 +1%
AG
65
Advisor Group
Arizona
$14.4M +$126K +982 +0.9%
QI
66
QS Investors
New York
$14.3M -$4.59M -35,861 -24%
QCM
67
Quest Capital Management
Texas
$14.2M -$2.44M -19,041 -15%
CGL
68
Clarius Group LLC
Washington
$14.1M -$137K -1,072 -1%
IWA
69
Inspirion Wealth Advisors
Illinois
$13.7M +$117K +915 +0.9%
TYCC
70
Texas Yale Capital Corp
Florida
$12.5M +$392K +3,066 +3%
CA
71
Cornerstone Advisory
Maryland
$12.3M +$603K +4,710 +5%
PAG
72
Private Advisor Group
New Jersey
$12.2M +$1.31M +10,254 +12%
RRC
73
Relaxing Retirement Coach
Massachusetts
$12.1M -$261K -2,037 -2%
Natixis Advisors
74
Natixis Advisors
Massachusetts
$12.1M +$1.98M +15,440 +20%
BC
75
Bartlett & Co
Ohio
$12M +$11.9M +92,821 +19,338%