We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OE
1201
OFS Enterprise
Nebraska
$1.23M +$1.28M +17,200 New
ICP
1202
Impact Capital Partners
Colorado
$1.23M -$103K -1,380 -7%
TW
1203
Trajan Wealth
Arizona
$1.23M +$90.9K +1,224 +8%
FA
1204
FDx Advisors
Illinois
$1.23M +$92.1K +1,240 +8%
TF
1205
TME Financial
California
$1.22M +$49.9K +672 +4%
OFG
1206
Omega Financial Group
California
$1.22M -$297 -4 -0%
GA
1207
Goldstein Advisors
Wisconsin
$1.22M +$273K +3,680 +28%
ACM
1208
Alpha Capital Management
Texas
$1.22M +$37.1K +500 +3%
QCM
1209
QRG Capital Management
Illinois
$1.22M +$158K +2,120 +14%
CJ
1210
Caitlin John
Michigan
$1.21M -$24.1K -324 -2%
KAS
1211
KPP Advisory Services
Kentucky
$1.21M -$297 -4 -0%
SC
1212
Schoolcraft Capital
Colorado
$1.2M -$15.2K -204 -1%
SCM
1213
Sidoxia Capital Management
California
$1.2M +$1.25M +16,764 New
BHIA
1214
Birch Hill Investment Advisors
Massachusetts
$1.2M +$1.78K +24 +0.1%
TFM
1215
TFC Financial Management
Massachusetts
$1.2M +$3.57K +48 +0.3%
WWM
1216
Western Wealth Management
Colorado
$1.2M +$952K +12,808 +57%
BST
1217
Bath Savings Trust
Maine
$1.2M +$557K +7,496 +82%
SW
1218
SteelPeak Wealth
California
$1.19M +$96.3K +1,296 +8%
IIC
1219
Ironwood Investment Counsel
Arizona
$1.19M -$96.6K -1,300 -7%
FPN
1220
Financial Planning Navigators
Minnesota
$1.19M -$12.8K -172 -1%
KWA
1221
Kellett Wealth Advisors
Ohio
$1.19M +$297 +4 +0%
CWA
1222
CJM Wealth Advisers
Virginia
$1.19M +$4.46K +60 +0.4%
FB
1223
Fulton Bank
Pennsylvania
$1.19M +$15.5K +208 +1%
FCBT
1224
First Citizens Bank & Trust
North Carolina
$1.18M -$338K -4,548 -22%
DFA
1225
Delta Financial Advisors
Louisiana
$1.18M -$1.49K -20 -0.1%