We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
301
Capital Advisors Ltd
Ohio
$43K +$25.6K +864 +143%
CFA
302
Carroll Financial Associates
North Carolina
$40K – – –
VIA
303
Vantage Investment Advisors
Pennsylvania
$36K +$950 +32 +3%
KPCM
304
Kings Point Capital Management
New York
$25K – – –
PMFA
305
Plante Moran Financial Advisors
Michigan
$24K – – –
People's United Financial
306
People's United Financial
Connecticut
$23K – – –
JFA
307
JNBA Financial Advisors
Minnesota
$21K – – –
OC
308
Oakworth Capital
Alabama
$21K – – –
BAM
309
Barrett Asset Management
New York
$18K – – –
DOA
310
D'Orazio & Associates
Virginia
$18K – – –
AA
311
AlphaMark Advisors
Kentucky
$13K – – –
AP
312
Atwood & Palmer
Missouri
$13K +$13.7K +460 New
LNB
313
Ledyard National Bank
$11K – – –
HCM
314
Highlander Capital Management
New Jersey
$5.87K – – –
LWM
315
LBA Wealth Management
Florida
$5K – – –
Thrivent Financial for Lutherans
316
Thrivent Financial for Lutherans
Minnesota
$5K +$5.46K +184 New
Bartlett & Co
317
Bartlett & Co
Ohio
$4K – – –
FFC
318
First Financial Corp
Indiana
$3K +$2.97K +100 New
FineMark National Bank & Trust
319
FineMark National Bank & Trust
Florida
$2K – – –
SAMT
320
Select Asset Management & Trust
Pennsylvania
– -$2.48M -83,600 Closed
GAM
321
Gemmer Asset Management
California
– -$1.96M -65,992 Closed
Natixis Advisors
322
Natixis Advisors
Massachusetts
– -$826K -27,844 Closed
EWM
323
Elite Wealth Management
Washington
– -$621K -20,932 Closed
VF
324
Virtu Financial
New York
– -$480K -16,172 Closed
Smith Salley Wealth Management
325
Smith Salley Wealth Management
North Carolina
– -$363K -12,240 Closed