We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HC
76
Henshaw Capital
Massachusetts
$35.6M
2L
77
25 LLC
Missouri
$35.5M +$237K +1,235 +0.7%
Corient Private Wealth
78
Corient Private Wealth
Florida
$35.5M +$1.2M +6,255 +4%
WPW
79
Waldron Private Wealth
Pennsylvania
$34.6M -$1.69M -8,768 -5%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$32.9M +$684K +3,556 +2%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$32.7M -$533K -2,772 -2%
NA
82
NewEdge Advisors
Louisiana
$32.2M +$744K +3,872 +2%
WIA
83
World Investment Advisors
California
$31.8M +$29.4M +152,867 +2,682%
SWA
84
Strategies Wealth Advisors
Michigan
$31.6M +$140K +728 +0.5%
WANY
85
Wealthspire Advisors (New York)
New York
$30.8M +$6.23M +32,415 +27%
AMG
86
Asset Management Group
Connecticut
$29.2M +$668K +3,476 +2%
KWM
87
Kaydan Wealth Management
Michigan
$29M +$20.7M +107,703 +292%
SA
88
Sanctuary Advisors
Indiana
$29M +$1.53M +7,968 +6%
Baird Financial Group
89
Baird Financial Group
Wisconsin
$28.7M +$368K +1,914 +1%
CT
90
Coastline Trust
Rhode Island
$28.3M +$142K +740 +0.5%
US Bancorp
91
US Bancorp
Minnesota
$27.8M +$597K +3,105 +2%
MAM
92
Marotta Asset Management
Virginia
$27.5M +$333K +1,732 +1%
WA
93
Wealth Architects
California
$26.5M -$66.9K -348 -0.3%
NQWM
94
Northwest Quadrant Wealth Management
Oregon
$26.2M +$187K +974 +0.8%
Comerica Bank
95
Comerica Bank
Texas
$25.9M -$971K -5,053 -4%
BIA
96
BHK Investment Advisors
Alabama
$25.9M -$126K -657 -0.5%
SC
97
Sepio Capital
Utah
$25M +$897K +4,664 +4%
ML
98
McAdam LLC
Pennsylvania
$24.6M +$5.96K +31 +0%
OWA
99
Opal Wealth Advisors
New York
$24.4M +$1.74M +9,028 +8%
EWM
100
Empirical Wealth Management
Washington
$23.9M +$558K +2,902 +2%