We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$38.1M +$516K +2,861 +1%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$37.6M -$6.52M -36,148 -16%
SF
78
Summit Financial
New Jersey
$36.7M -$384K -2,130 -1%
GFA
79
Gallagher Fiduciary Advisors
Illinois
$36.1M -$494K -2,736 -1%
SFP
80
Shepherd Financial Partners
Massachusetts
$36.1M +$3.16M +17,527 +10%
WPW
81
Waldron Private Wealth
Pennsylvania
$35.5M -$2.85M -15,790 -8%
HC
82
Henshaw Capital
Massachusetts
$34M
2L
83
25 LLC
Missouri
$33.6M -$384K -2,126 -1%
Corient Private Wealth
84
Corient Private Wealth
Florida
$32.5M -$234K -1,296 -0.8%
SWA
85
Strategies Wealth Advisors
Michigan
$30.9M +$2.07M +11,492 +8%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$30.7M +$9.11M +50,482 +46%
NA
87
NewEdge Advisors
Louisiana
$28.1M +$523K +2,901 +2%
CT
88
Coastline Trust
Rhode Island
$27.2M -$807K -4,470 -3%
AMG
89
Asset Management Group
Connecticut
$26.6M +$123K +683 +0.5%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$26.6M +$613K +3,395 +3%
US Bancorp
91
US Bancorp
Minnesota
$26.4M -$1.39M -7,685 -5%
Comerica Bank
92
Comerica Bank
Texas
$26.3M -$341K -1,892 -1%
MAM
93
Marotta Asset Management
Virginia
$26M +$274K +1,518 +1%
BIA
94
BHK Investment Advisors
Alabama
$25.7M +$5.9M +32,703 +32%
WA
95
Wealth Architects
California
$25.6M -$296K -1,638 -1%
NQWM
96
Northwest Quadrant Wealth Management
Oregon
$24.7M +$235K +1,302 +1%
Mercer Global Advisors
97
Mercer Global Advisors
Colorado
$22.9M -$8.74M -48,417 -30%
BWM
98
Brickley Wealth Management
California
$22.5M +$96K +532 +0.5%
PAG
99
Private Advisor Group
New Jersey
$22.4M +$2.1M +11,654 +11%
EWM
100
Empirical Wealth Management
Washington
$22.4M -$259K -1,436 -1%