We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Verdence Capital Advisors
1201
Verdence Capital Advisors
Maryland
$371K +$894 +4 +0.2%
MWM
1202
Melfa Wealth Management
Massachusetts
$370K +$1.56K +7 +0.4%
SWM
1203
Seed Wealth Management
Illinois
$369K – – –
AA
1204
Argent Advisors
Louisiana
$369K +$44.7K +200 +13%
PWM
1205
Penobscot Wealth Management
Maine
$369K +$27K +121 +8%
TA
1206
TPG Advisors
Illinois
$368K – – –
BCPWM
1207
Bradley & Co Private Wealth Management
Florida
$368K +$266K +1,189 +235%
PFG Investments
1208
PFG Investments
New York
$368K +$23.5K +105 +7%
BA
1209
Brightwater Advisory
Florida
$367K -$3.35K -15 -0.9%
Laird Norton Wetherby Trust Company
1210
Laird Norton Wetherby Trust Company
Washington
$366K +$3.8K +17 +1%
SPW
1211
Sonoma Private Wealth
California
$366K -$12.1K -54 -3%
HSBC Holdings
1212
HSBC Holdings
United Kingdom
$363K – – –
Fisher Asset Management
1213
Fisher Asset Management
Washington
$361K -$25.7K -115 -6%
WB
1214
West Bancorporation
Iowa
$361K +$372K +1,662 New
New England Private Wealth Advisors
1215
New England Private Wealth Advisors
Massachusetts
$360K +$2.24K +10 +0.6%
BP
1216
BWM Planning
Texas
$360K – – –
JCM
1217
Jag Capital Management
Missouri
$360K – – –
Aureus Asset Management
1218
Aureus Asset Management
Massachusetts
$357K +$367K +1,641 New
MLA
1219
MB, Levis & Associates
Pennsylvania
$355K +$70.2K +314 +24%
SB
1220
Semitam Bonam
New York
$354K – – –
Curated Wealth Partners
1221
Curated Wealth Partners
California
$354K -$67.1K -300 -16%
Annandale Capital
1222
Annandale Capital
Texas
$353K – – –
MPAM
1223
Murphy Pohlad Asset Management
Minnesota
$353K +$53.9K +241 +17%
Clark Capital Management Group
1224
Clark Capital Management Group
Pennsylvania
$353K +$53.4K +239 +17%
Gerber Kawasaki Wealth & Investment Management
1225
Gerber Kawasaki Wealth & Investment Management
California
$352K – – –