We are live on ! Find out more
VBR icon

Vanguard Morningstar Small-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
201
Atria Investments
North Carolina
$6.84M +$52.3K +302 +0.8%
AWA
202
Aaron Wealth Advisors
Illinois
$6.75M +$101K +585 +2%
CWA
203
Cornerstone Wealth Advisors
Minnesota
$6.73M +$124K +718 +2%
SWA
204
Stratos Wealth Advisors
Ohio
$6.71M -$243K -1,405 -4%
FHA
205
First Horizon Advisors
Tennessee
$6.69M -$36.4K -210 -0.5%
CA
206
Capital Advantage
California
$6.67M +$654K +3,776 +11%
SFG
207
SNS Financial Group
Minnesota
$6.65M -$99.8K -576 -1%
RM
208
Resource Management
Louisiana
$6.64M +$299K +1,725 +5%
CM
209
Cornerstone Management
Georgia
$6.6M -$16.5K -95 -0.2%
CFO
210
CVA Family Office
Colorado
$6.52M +$1.71M +9,855 +36%
PP
211
Prosperity Planning
Missouri
$6.51M -$6.06M -34,971 Closed
PCMC
212
Paragon Capital Management (Colorado)
Colorado
$6.43M +$986K +5,690 +18%
FAT
213
First American Trust
California
$6.42M +$31.4K +181 +0.5%
Vanguard Group
214
Vanguard Group
Pennsylvania
$6.35M +$204K +1,177 +3%
US Bancorp
215
US Bancorp
Minnesota
$6.34M +$1.4M +8,070 +28%
RZH
216
Relyea Zuckerberg Hanson
Connecticut
$6.34M +$412K +2,379 +7%
TIM
217
Tortoise Investment Management
New York
$6.14M +$21.1K +122 +0.3%
CCP
218
Cardan Capital Partners
Colorado
$6.13M -$1.78M -10,282 -23%
LFS
219
Lutz Financial Services
Nebraska
$6.13M -$329K -1,897 -5%
FFG
220
Ford Financial Group
California
$6.09M +$186K +1,073 +3%
QAM
221
Q3 Asset Management
Michigan
$6.05M -$1.23M -7,078 -17%
CFS
222
Cannon Financial Strategists
Georgia
$6.03M -$148K -852 -2%
CWM
223
Capital Wealth Management
Rhode Island
$5.99M -$549K -3,168 -8%
CIM
224
Cambria Investment Management
California
$5.91M -$260K -1,498 -4%
HB
225
Homrich & Berg
Georgia
$5.9M +$3.42M +19,742 +139%