VO icon

Vanguard Morningstar Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
1601
Journey Strategic Wealth
New Jersey
– -$664K -10,420 Closed
CH
1602
Canton Hathaway
Rhode Island
– -$637K -10,000 Closed
Betterment LLC
1603
Betterment LLC
New York
– -$559K -8,776 Closed
IFG
1604
Investors Financial Group
Minnesota
– -$551K -8,648 Closed
AWE
1605
Avidian Wealth Enterprises
Texas
– -$509K -7,984 Closed
PTC
1606
Philadelphia Trust Company
Pennsylvania
– -$423K -6,640 Closed
ACM
1607
Arlington Capital Management
Illinois
– -$419K -6,576 Closed
PCM
1608
Penn Capital Management
Pennsylvania
– -$408K -6,400 Closed
DGI
1609
Disciplined Growth Investors
Minnesota
– -$373K -5,856 Closed
CAC
1610
Core Alternative Capital
Georgia
– -$357K -5,600 Closed
AWP
1611
Abacus Wealth Partners
California
– -$340K -5,344 Closed
SFG
1612
SevenBridge Financial Group
Pennsylvania
– -$340K -5,336 Closed
TPA
1613
Trivium Point Advisory
Connecticut
– -$328K -5,156 Closed
Kayne Anderson Rudnick Investment Management
1614
Kayne Anderson Rudnick Investment Management
California
– -$323K -5,068 Closed
VT
1615
Vise Technologies
New York
– -$321K -5,048 Closed
CAP
1616
Columbia Advisory Partners
Washington
– -$318K -4,988 Closed
MWAM
1617
Manhattan West Asset Management
California
– -$314K -4,932 Closed
AWG
1618
Altus Wealth Group
Colorado
– -$297K -4,656 Closed
MCM
1619
Mattern Capital Management
Colorado
– -$272K -4,272 Closed
RMAM
1620
Raab & Moskowitz Asset Management
New Jersey
– -$270K -4,236 Closed
LCOV
1621
London Company of Virginia
Virginia
– -$262K -4,112 Closed
LFA
1622
Legacy Financial Advisors
Kentucky
– -$252K -3,964 Closed
CAG
1623
Compass Advisory Group
New York
– -$252K -3,960 Closed
MFS
1624
McNamara Financial Services
Massachusetts
– -$251K -3,936 Closed
JIP
1625
Jaffetilchin Investment Partners
Florida
– -$250K -3,924 Closed