We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
201
Appleton Group
Wisconsin
$204K +$196K +1,937 New
SSB
202
Sandy Spring Bank
Maryland
$186K +$178K +1,762 New
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$170K -$14.1K -140 -8%
CAL
204
Capital Advisors Ltd
Ohio
$154K
JWA
205
JFS Wealth Advisors
Pennsylvania
$154K +$147K +1,455 New
IFWM
206
Institute for Wealth Management
Colorado
$153K -$1.92K -19 -1%
ST
207
Smithfield Trust
Pennsylvania
$117K
FANJ
208
Financial Architects (New Jersey)
New Jersey
$115K +$110K +1,087 New
OC
209
Oakworth Capital
Alabama
$111K
AC
210
Alexandria Capital
Virginia
$109K -$24.8K -246 -19%
ST
211
Stifel Trust
Missouri
$102K -$5.55K -55 -5%
PSI
212
Pinnacle Summer Investments
Virginia
$87K
FIG
213
Fusion Investment Group
Pennsylvania
$87K +$24.7K +245 +43%
NSIM
214
North Star Investment Management
Illinois
$85K
FBT
215
Founders Bank & Trust
Michigan
$74K
AllianceBernstein
216
AllianceBernstein
Tennessee
$70K +$31.3K +310 +87%
Lazard Asset Management
217
Lazard Asset Management
New York
$64K
PTC
218
Private Trust Company
Ohio
$61K -$53.4K -529 -48%
TIM
219
Tortoise Investment Management
New York
$58K +$808 +8 +1%
RWM
220
Raffa Wealth Management
District of Columbia
$53.8K -$3.74K -37 -7%
TF
221
Tompkins Financial
New York
$53K -$27.3K -270 -35%
PMFA
222
Plante Moran Financial Advisors
Michigan
$53K
MWP
223
MYCIO Wealth Partners
Pennsylvania
$46K
NHFG
224
New Harbor Financial Group
Massachusetts
$46K +$43.8K +434 New
Parallax Volatility Advisers
225
Parallax Volatility Advisers
California
$42K +$40K +396 New