We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
151
D.A. Davidson & Co
Montana
$13.3M +$1.86M +10,291 +17%
CA
152
Capital Advantage
California
$13.3M +$304K +1,683 +2%
CCA
153
Checchi Capital Advisers
California
$13.3M -$6.07M -33,622 -33%
SOWBOCOPL
154
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$13.2M
PPP
155
Private Portfolio Partners
New Jersey
$13.2M +$487K +2,697 +4%
Pathstone Holdings
156
Pathstone Holdings
New Jersey
$13.2M -$6.05M -33,535 -33%
PGFC
157
Peapack-Gladstone Financial Corp
New Jersey
$13.1M -$6.68K -37 -0.1%
RF
158
Robinswood Financial
Washington
$13M -$694K -3,845 -5%
FSWA
159
Financial Synergies Wealth Advisors
Texas
$12.9M -$9.34M -51,753 -43%
TYCC
160
Texas Yale Capital Corp
Florida
$12.9M +$361 +2 +0%
SPIA
161
Steward Partners Investment Advisory
New York
$12.9M +$2.14M +11,835 +21%
CWM
162
Capital Wealth Management
Rhode Island
$12.8M -$124K -686 -1%
Bank of New York Mellon
163
Bank of New York Mellon
New York
$12.7M -$134K -745 -1%
GC
164
Garde Capital
Washington
$12.6M -$431K -2,387 -4%
WBG
165
Wharton Business Group
Pennsylvania
$12.6M +$10.8K +60 +0.1%
EI
166
Ellevest Inc
New York
$12.6M +$74.2K +411 +0.6%
SCI
167
Silver Coast Investments
United States
$12.4M -$1.61M -8,919 -12%
AAS
168
Avantax Advisory Services
Texas
$12.4M -$481K -2,667 -4%
TWM
169
Tradition Wealth Management
Minnesota
$12.3M +$29.8K +165 +0.3%
HC
170
Hillman Company
Pennsylvania
$12.1M +$6.55M +36,272 +135%
WMWM
171
Whitaker-Myers Wealth Managers
Ohio
$12.1M +$1.64M +9,086 +17%
HB
172
HTLF Bank
Colorado
$12M -$195K -1,080 -2%
BCIM
173
Bishop & Co Investment Management
Pennsylvania
$11.6M -$11.3M -62,695 -51%
MWA
174
Moser Wealth Advisors
Washington
$11.6M +$140K +776 +1%
CWM
175
Congress Wealth Management
Massachusetts
$11.5M -$91.5K -507 -0.8%