We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTB
51
Country Trust Bank
Illinois
$64.1M +$911K +17,892 +1%
WSTAM
52
Wilbanks Smith & Thomas Asset Management
Virginia
$63.9M +$345K +6,768 +0.5%
V
53
Veritable
Delaware
$62M +$879K +17,248 +1%
MGIA
54
Moneta Group Investment Advisors
Missouri
$61.8M +$3.08M +60,444 +6%
JIC
55
Joel Isaacson & Co
New York
$61.6M +$725K +14,240 +1%
IPW
56
Invictus Private Wealth
Colorado
$60.6M +$60.6M +1,189,652 New
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$59.2M +$15M +293,904 +35%
CTC
58
Central Trust Company
Missouri
$58.9M -$2.47M -48,588 -4%
AssetMark Inc
59
AssetMark Inc
California
$57.2M -$546K -10,724 -0.9%
ST
60
Smithfield Trust
Pennsylvania
$55.2M -$1.16M -22,676 -2%
TNBTD
61
Trustmark National Bank Trust Department
Mississippi
$54.5M +$2.63M +51,592 +5%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$54M +$3.08M +60,412 +6%
CCM
63
Coldstream Capital Management
Washington
$52.6M +$52.6M +1,032,500 New
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$52.2M +$6.46M +126,788 +14%
PFO
65
Pathstone Family Office
New Jersey
$51.8M -$1.83M -35,952 -3%
BFPW
66
BOK Financial Private Wealth
Colorado
$51.1M +$21.4M +420,800 +72%
NFG
67
Nadler Financial Group
Illinois
$48.9M +$4.05M +79,528 +9%
CPIG
68
Chicago Partners Investment Group
Illinois
$48.3M +$3.47M +68,160 +9%
CA
69
Clearstead Advisors
Ohio
$44.9M +$1.92M +37,648 +4%
PGFC
70
Peapack-Gladstone Financial Corp
New Jersey
$44.2M +$391K +7,672 +0.9%
NQWM
71
Northwest Quadrant Wealth Management
Oregon
$43.3M +$347K +6,820 +0.8%
PAI
72
Pittenger & Anderson Inc
Nebraska
$42.1M +$2.66M +52,152 +7%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$41.8M +$1.26M +24,668 +3%
Corient Private Wealth
74
Corient Private Wealth
Florida
$39.5M +$39.6M +776,752 New
TFS
75
TrustCore Financial Services
Tennessee
$39.3M -$997K -19,568 -2%