We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
151
Whittier Trust
California
$3.24M -$67.8K -536 -2%
JA
152
JOYN Advisors
Georgia
$3.21M +$3.29M +25,988 +1,196%
GP
153
Girard Partners
Pennsylvania
$3.21M -$899K -7,104 -20%
WIC
154
Whitegate Investment Counselors
New Hampshire
$3.2M +$97.9K +774 +3%
BFS
155
Bradley Foster & Sargent
Connecticut
$3.18M -$130K -1,025 -4%
SFG
156
Sage Financial Group
Pennsylvania
$3.15M -$1.66M -13,116 -32%
OBWP
157
O'Brien Wealth Partners
Massachusetts
$3.15M -$1.26M -9,951 -28%
PFA
158
Pure Financial Advisors
California
$3.13M +$1.18M +9,301 +51%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$3.13M -$292K -2,309 -8%
EGA
160
E&G Advisors
Texas
$3.11M -$32.6K -258 -0.9%
SHCM
161
Stokes & Hubbell Capital Management
Louisiana
$3.09M -$603K -4,762 -15%
CAN
162
Cetera Advisor Networks
California
$3.08M +$1.77M +13,961 +106%
FA
163
Fortis Advisors
Pennsylvania
$3.01M -$3.69M -29,171 -52%
CT
164
Coastline Trust
Rhode Island
$3M -$513K -4,055 -13%
NFG
165
Next Financial Group
Texas
$2.99M +$3.3M +26,078 +18,365%
AAS
166
Avantax Advisory Services
Texas
$2.94M +$3.26M +25,746 New
DY
167
Dowling & Yahnke
California
$2.9M
WA
168
Waverly Advisors
Alabama
$2.89M +$231K +1,822 +8%
PI
169
PHH Investments
Texas
$2.88M -$567K -4,484 -15%
KL
170
KWMG LLC
Kansas
$2.87M +$231K +1,824 +8%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$2.84M +$1.09M +8,608 +53%
DSC
172
Duncker Streett & Co
Missouri
$2.82M +$25.7K +203 +0.8%
FC
173
Forte Capital
New York
$2.78M -$224K -1,768 -7%
HA
174
Hamel Associates
New Jersey
$2.69M -$55.2K -436 -2%
PMG
175
ProVise Management Group
Florida
$2.68M +$6.96K +55 +0.2%