We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
851
Venturi Wealth Management
Texas
-$2.79M -68,140 Closed
FTS
852
Fifth Third Securities
Ohio
-$1.89M -45,952 Closed
LFGH
853
Lee Financial Group Hawaii
Hawaii
-$1.88M -45,900 Closed
TFS
854
TrustCore Financial Services
Tennessee
-$1.21M -29,524 Closed
VAM
855
Visionary Asset Management
Texas
-$645K -15,652 Closed
CAS
856
Cue Advisory Services
Arizona
-$599K -14,604 Closed
BPCE
857
Bank Pictet & Cie (Europe)
Germany
-$493K -12,000 Closed
Fisher Asset Management
858
Fisher Asset Management
Washington
-$472K -11,488 Closed
TPWA
859
TRUE Private Wealth Advisors
Oregon
-$464K -11,256 Closed
Renaissance Technologies
860
Renaissance Technologies
New York
-$410K -10,000 Closed
EFS
861
Edelman Financial Services
Virginia
-$384K -9,364 Closed
FF
862
Friedenthal Financial
New Jersey
-$354K -8,624 Closed
WPW
863
Waldron Private Wealth
Pennsylvania
-$343K -8,380 Closed
KJWM
864
Kiley Juergens Wealth Management
Washington
-$279K -6,820 Closed
CC
865
Cadinha & Co
Hawaii
-$279K -6,800 Closed
RCAG
866
Rehmann Capital Advisory Group
Michigan
-$273K -6,656 Closed
WP
867
WealthPLAN Partners
Nebraska
-$245K -6,640 Closed
GPC
868
Glacier Peak Capital
Washington
-$268K -6,536 Closed
DG
869
Delek Group
Israel
-$264K -6,528 Closed
PSUF
870
People's United Financial
Connecticut
-$259K -6,524 Closed
MWM
871
Mission Wealth Management
California
-$263K -6,416 Closed
AA
872
Advisory Alpha
Michigan
-$517K -5,972 Closed
OC
873
Oarsman Capital
Wisconsin
-$238K -5,804 Closed
EFS
874
Essex Financial Services
Connecticut
-$238K -5,796 Closed
BPB
875
Badgley, Phelps & Bell
Washington
-$236K -5,744 Closed