We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Sepio Capital
Utah
$23.3M -$3.72M -23,394 -13%
WBG
77
Wharton Business Group
Pennsylvania
$21.9M +$529K +3,330 +2%
SFP
78
Shepherd Financial Partners
Massachusetts
$21.9M +$5.8M +36,541 +31%
EH
79
Equitable Holdings
New York
$20.5M +$1.99M +12,558 +10%
MA
80
MUFG Americas
New York
$20.3M -$1.24M -7,811 -5%
CAN
81
Cetera Advisor Networks
California
$20.2M +$1.71M +10,743 +8%
WA
82
Wealth Architects
California
$20.2M -$773K -4,867 -3%
Prudential Financial
83
Prudential Financial
New Jersey
$20.2M +$1.76M +11,090 +9%
CPO
84
Cerity Partners OCIO
New York
$20.1M -$396K -2,490 -2%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$20M +$670K +4,217 +3%
PAS
86
Park Avenue Securities
New York
$19.7M +$2.81M +17,709 +15%
GT
87
Glenmede Trust
Pennsylvania
$19.3M -$101K -636 -0.5%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$19.1M +$1.36M +8,551 +7%
EWM
89
Empirical Wealth Management
Washington
$18.9M +$1.95M +12,261 +10%
AMG
90
Asset Management Group
Connecticut
$18.9M +$478K +3,009 +2%
KAS
91
Kestra Advisory Services
Texas
$18.5M +$6.54M +41,176 +47%
BIA
92
BHK Investment Advisors
Alabama
$18.5M -$1.28M -8,048 -6%
Victory Capital Management
93
Victory Capital Management
Texas
$18.5M
AA
94
ALPS Advisors
Colorado
$18.4M -$303K -1,905 -1%
Fifth Third Bancorp
95
Fifth Third Bancorp
Ohio
$18.1M +$966K +6,080 +5%
FWP
96
Falcon Wealth Planning
California
$17.6M +$1.95M +12,299 +11%
BCIM
97
Bishop & Co Investment Management
Pennsylvania
$17.4M +$50K +315 +0.3%
MGIA
98
Moneta Group Investment Advisors
Missouri
$17.2M -$586K -3,689 -3%
MAM
99
Marotta Asset Management
Virginia
$17.1M +$316K +1,988 +2%
AWM
100
AE Wealth Management
Kansas
$17M +$857K +5,393 +5%