We are live on ! Find out more
VO icon

Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWWMG
2001
Vermillion & White Wealth Management Group
Pennsylvania
$63.9K – – –
M
2002
MOTCO
Texas
$63.4K – – –
PFA
2003
Pillar Financial Advisors
Kentucky
$62.6K +$64.4K +948 New
SC
2004
Sawyer & Company
Massachusetts
$62K +$3.26K +48 +5%
FC
2005
Fairscale Capital
New Hampshire
$61.3K – – –
PCM
2006
Perritt Capital Management
Illinois
$60.7K – – –
BWM
2007
Bernard Wealth Management
Michigan
$59.4K +$61.1K +900 New
VHAM
2008
Van Hulzen Asset Management
California
$59.4K +$61.1K +900 New
WAS
2009
Winch Advisory Services
Wisconsin
$58.7K +$272 +4 +0.5%
AEPWM
2010
Atlantic Edge Private Wealth Management
Florida
$58.6K – – –
BCPWM
2011
Bradley & Co Private Wealth Management
Florida
$58.1K +$59.7K +880 New
HI
2012
Hoey Investments
Pennsylvania
$56.9K +$543 +8 +0.9%
CCA
2013
Criterion Capital Advisors
Tennessee
$55.7K – – –
FCG
2014
Financial Connections Group
California
$54K – – –
HBW
2015
Hazlett, Burt & Watson
West Virginia
$54K – – –
OAJ
2016
Ogorek Anthony Joseph
New York
$54K +$56.5K +832 New
DWA
2017
Dougherty Wealth Advisers
Minnesota
$52.8K – – –
USB
2018
Union Savings Bank
Connecticut
$51.8K – – –
NL
2019
NVWM LLC
Pennsylvania
$51K +$52.4K +772 New
IIL
2020
Insight Inv LLC
California
$50.4K – – –
AIC
2021
Archer Investment Corporation
Indiana
$50.4K -$29.1K -428 -36%
HDIM
2022
Hanson & Doremus Investment Management
Vermont
$50K – – –
HCA
2023
Heck Capital Advisors
Wisconsin
$49.9K +$51.3K +756 New
LI
2024
LRI Investments
Florida
$48.9K – – –
PP
2025
PFS Partners
New Jersey
$48.8K +$272 +4 +0.5%
79 80
81
82 83