We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFI
76
SPC Financial Inc
Maryland
$7.02M +$33.7K +274 +0.5%
JP Morgan Chase
77
JP Morgan Chase
New York
$6.91M +$1.2M +9,769 +21%
SFA
78
Sequoia Financial Advisors
Ohio
$6.76M +$221K +1,797 +3%
GP
79
Girard Partners
Pennsylvania
$6.47M +$1.01M +8,211 +18%
B
80
Bailard
California
$6.45M +$734K +5,978 +13%
AWM
81
Avior Wealth Management
Nebraska
$6.34M +$295K +2,399 +5%
CL
82
Choreo LLC
Illinois
$6.18M +$1.64M +13,367 +36%
CWM
83
Cornerstone Wealth Management
Missouri
$6.13M +$48K +391 +0.8%
LPL Financial
84
LPL Financial
California
$6.1M -$48.8K -397 -0.8%
GT
85
Glenmede Trust
Pennsylvania
$6.1M +$462K +3,762 +8%
GC
86
Garde Capital
Washington
$6.08M -$67.6K -550 -1%
PA
87
Probity Advisors
Texas
$6.08M +$507K +4,130 +9%
OBWP
88
O'Brien Wealth Partners
Massachusetts
$6.07M +$2.27M +18,506 +60%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$5.95M -$33.2K -270 -0.6%
ICOA
90
Investment Centers of America
North Dakota
$5.8M +$32.2K +262 +0.6%
SFM
91
Signet Financial Management
New Jersey
$5.66M +$655K +5,330 +13%
RGI
92
River Global Investors
United Kingdom
$5.52M +$5.52M +44,920 New
BFA
93
Bragg Financial Advisors
North Carolina
$5.51M +$690K +5,620 +14%
Jane Street
94
Jane Street
New York
$5.5M +$4.2M +34,177 +323%
Truist Financial
95
Truist Financial
North Carolina
$5.49M -$50.5K -411 -0.9%
FCI
96
Financial Counselors Inc
Kansas
$5.46M -$106K -861 -2%
NFG
97
Noven Financial Group
Colorado
$5.45M -$417K -3,392 -7%
MA
98
MUFG Americas
New York
$5.19M +$1.19M +9,727 +30%
PFM
99
Phillips Financial Management
Indiana
$5.18M -$66.1K -538 -1%
BWFA
100
Baltimore-Washington Financial Advisors
Maryland
$5.17M +$625K +5,088 +14%