We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GT
126
Glenmede Trust
Pennsylvania
$17M -$18.5K -96 -0.1%
TFP
127
TrueWealth Financial Partners
Washington
$16.9M -$1.02M -5,320 -6%
BFA
128
BBJS Financial Advisors
Washington
$16.7M +$8.65K +45 +0.1%
SCI
129
Silver Coast Investments
United States
$16.4M +$284K +1,475 +2%
NECFA
130
New England Capital Financial Advisors
Connecticut
$16M +$39K +203 +0.3%
CA
131
Capital Advantage
California
$16M -$425K -2,209 -3%
PMFA
132
Plante Moran Financial Advisors
Michigan
$16M -$572K -2,977 -4%
JIC
133
Johnson Investment Counsel
Ohio
$15.9M +$313K +1,626 +2%
AC
134
Apella Capital
Connecticut
$15.9M -$471K -2,452 -3%
SPIA
135
Steward Partners Investment Advisory
New York
$15.9M +$2.42M +12,564 +19%
BCWM
136
Bartlett & Co Wealth Management
Ohio
$15.2M -$125K -649 -0.9%
Janney Montgomery Scott
137
Janney Montgomery Scott
Pennsylvania
$15.2M -$3.43M -17,864 -19%
LWP
138
LMG Wealth Partners
Louisiana
$15.2M -$91.3K -475 -0.6%
WMWM
139
Whitaker-Myers Wealth Managers
Ohio
$14.9M +$672K +3,498 +5%
QIM
140
Quest Investment Management
Oregon
$14.9M
AWM
141
Avior Wealth Management
Nebraska
$14.8M -$5.32M -27,688 -27%
BEI
142
Benjamin Edwards Inc
Missouri
$14.8M +$14.1M +73,098 +10,310%
FC
143
Family CFO
California
$14.6M +$40.9K +213 +0.3%
RF
144
Robinswood Financial
Washington
$14.5M +$450K +2,340 +3%
PPP
145
Private Portfolio Partners
New Jersey
$14.3M +$13.7M +71,023 New
PFM
146
Phillips Financial Management
Indiana
$14.2M -$649K -3,378 -5%
EDRIA
147
Edmonds Duncan Registered Investment Advisors
Kansas
$14.1M +$722K +3,754 +6%
CCA
148
Checchi Capital Advisers
California
$14M +$67.5K +351 +0.5%
AI
149
Arvest Investments
Arkansas
$14M -$403K -2,096 -3%
Bank of New York Mellon
150
Bank of New York Mellon
New York
$13.9M -$125K -648 -0.9%