We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Crane Advisory
California
$16.9M +$1.47M +21,868 +9%
SRC
227
Sage Rhino Capital
California
$16.9M +$512K +7,632 +3%
HIMC
228
Heritage Investors Management Corp
Maryland
$16.9M -$670K -9,988 -4%
BP
229
Ballentine Partners
Massachusetts
$16.8M +$26.3K +392 +0.2%
TFO
230
Tarbox Family Office
California
$16.6M +$853K +12,712 +5%
RCA
231
Riverview Capital Advisers
Massachusetts
$16.5M +$858K +12,780 +5%
AA
232
AJ Advisors
Tennessee
$16.2M +$383K +5,704 +2%
MFGP
233
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.2M +$287K +4,280 +2%
AWS
234
Atria Wealth Solutions
New York
$16M -$6.23M -92,868 -27%
BEI
235
Benjamin Edwards Inc
Missouri
$16M +$569K +8,480 +4%
VBWMG
236
Von Berge Wealth Management Group
California
$15.9M -$10.2K -152 -0.1%
CL
237
Choreo LLC
Illinois
$15.4M -$385K -5,732 -2%
CA
238
Cornerstone Advisory
Maryland
$15.4M +$3.88M +57,824 +32%
IB
239
Intrust Bank
Kansas
$15.4M +$187K +2,788 +1%
SPP
240
Single Point Partners
Massachusetts
$15.3M +$465K +6,924 +3%
OL
241
Optas LLC
Texas
$15.3M +$7.78M +115,912 +96%
Envestnet Portfolio Solutions
242
Envestnet Portfolio Solutions
Illinois
$15.2M -$2.13M -31,668 -12%
PIMG
243
Patriot Investment Management Group
Tennessee
$15.1M -$406K -6,048 -3%
PA
244
Parallel Advisors
California
$15.1M +$629K +9,372 +4%
NAMP
245
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$15.1M +$48.3K +720 +0.3%
SC
246
Sierra Capital
Florida
$15M +$540K +8,048 +4%
DADC
247
D.A. Davidson & Co
Montana
$15M +$485K +7,232 +3%
IFPL
248
Investments & Financial Planning LLC
Kentucky
$14.8M +$250K +3,728 +2%
CG
249
Caprock Group
Idaho
$14.8M +$2.65M +39,520 +21%
FFG
250
Frisch Financial Group
New York
$14.6M -$74.6K -1,112 -0.5%