We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
201
Brandywine Oak Private Wealth
Pennsylvania
$2.87M -$534K -4,763 -16%
WIC
202
Whitegate Investment Counselors
New Hampshire
$2.76M -$558K -4,982 -17%
EWA
203
EP Wealth Advisors
California
$2.74M -$2.96M -26,417 -52%
CT
204
Coastline Trust
Rhode Island
$2.72M -$88K -785 -3%
US Bancorp
205
US Bancorp
Minnesota
$2.71M +$168K +1,503 +7%
MAFM
206
Mid Atlantic Financial Management
Pennsylvania
$2.65M -$62.7K -559 -3%
WCM
207
Windham Capital Management
Massachusetts
$2.64M
William Blair & Company
208
William Blair & Company
Illinois
$2.59M -$6.84K -61 -0.3%
WT
209
Whittier Trust
California
$2.55M -$5.72K -51 -0.2%
SB
210
Simmons Bank
Arkansas
$2.46M -$5.04K -45 -0.2%
BRWA
211
B. Riley Wealth Advisors
Florida
$2.44M +$878K +7,833 +54%
LIA
212
LS Investment Advisors
Michigan
$2.35M -$91.7K -818 -4%
VCAM
213
Van Cleef Asset Management
Ohio
$2.33M +$530K +4,731 +29%
DY
214
Dowling & Yahnke
California
$2.31M -$176K -1,569 -7%
CPIG
215
Chicago Partners Investment Group
Illinois
$2.31M +$35.2K +314 +2%
MCM
216
Manchester Capital Management
Vermont
$2.3M -$524K -4,677 -18%
FWP
217
FAS Wealth Partners
Kansas
$2.29M +$97.5K +870 +4%
TI
218
Truepoint Inc
Ohio
$2.28M -$142K -1,267 -6%
RZH
219
Relyea Zuckerberg Hanson
Connecticut
$2.25M +$221K +1,975 +12%
CI
220
CX Institutional
Indiana
$2.25M +$582K +5,193 +34%
Citigroup
221
Citigroup
New York
$2.23M -$1.22M -10,852 -35%
ACS
222
Archford Capital Strategies
Illinois
$2.23M +$44.5K +397 +2%
DADC
223
D.A. Davidson & Co
Montana
$2.22M -$50.6K -451 -2%
PCA
224
Personal Capital Advisors
California
$2.2M -$137M -1,219,497 -98%
MAS
225
Managed Account Services
Florida
$2.19M -$189K -1,683 -9%