We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
726
Principal Financial Group
Iowa
– -$683K -7,694 Closed
C1AG
727
Client 1st Advisory Group
Florida
– -$589K -6,637 Closed
JPG
728
Jordan Park Group
California
– -$550K -6,194 Closed
ACP
729
Aveo Capital Partners
Colorado
– -$524K -5,897 Closed
WANY
730
Wealthspire Advisors (New York)
New York
– -$430K -4,842 Closed
S
731
Surevest
California
– -$417K -4,693 Closed
CIBC Private Wealth Group
732
CIBC Private Wealth Group
Georgia
– -$393K -4,425 Closed
WKWM
733
Walter & Keenan Wealth Management
Indiana
– -$363K -4,362 Closed
HA
734
Hamel Associates
New Jersey
– -$345K -3,885 Closed
QCM
735
Quest Capital Management
Texas
– -$302K -3,403 Closed
HB
736
Homrich & Berg
Georgia
– -$299K -3,364 Closed
VWA
737
V Wealth Advisors
Kansas
– -$295K -3,327 Closed
CIBC Asset Management
738
CIBC Asset Management
Ontario, Canada
– -$275K -3,095 Closed
MWM
739
Mission Wealth Management
California
– -$275K -3,091 Closed
CI
740
Cambiar Investors
Colorado
– -$262K -2,949 Closed
TPA
741
Trivium Point Advisory
Connecticut
– -$276K -2,947 Closed
JWCA
742
J.W. Cole Advisors
Florida
– -$247K -2,785 Closed
TC
743
TownSquare Capital
Utah
– -$254K -2,629 Closed
OFS
744
Orrstown Financial Services
Pennsylvania
– -$227K -2,561 Closed
Fuller & Thaler Asset Management
745
Fuller & Thaler Asset Management
California
– -$225K -2,538 Closed
FP
746
Fiduciary Planning
Florida
– -$218K -2,454 Closed
EWM
747
EPG Wealth Management
Georgia
– -$216K -2,427 Closed
WF
748
Welch & Forbes
Massachusetts
– -$209K -2,358 Closed
RWP
749
RWA Wealth Partners
Massachusetts
– -$207K -2,333 Closed
KP
750
Keel Point
Alabama
– -$203K -2,281 Closed