We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EVM
226
Eaton Vance Management
Massachusetts
$685K +$18.9K +175 +3%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$677K +$16.2K +150 +3%
JIC
228
Johnson Investment Counsel
Ohio
$662K -$39.6K -366 -6%
VA
229
Valmark Advisers
Ohio
$660K +$640K +5,916 New
QCG
230
Quadrant Capital Group
Ohio
$648K -$315K -2,912 -33%
VAM
231
Visionary Asset Management
Texas
$623K -$267K -2,465 -31%
WAG
232
Winthrop Advisory Group
Massachusetts
$622K +$592K +5,472 New
WTC
233
WhitTier Trust Company
Nevada
$611K +$10.9K +101 +2%
CS
234
Credit Suisse
Switzerland
$597K -$550K -5,082 -49%
IWM
235
IHT Wealth Management
Illinois
$593K +$48.5K +448 +9%
BAS
236
Brown Advisory Securities
Maryland
$570K -$122K -1,123 -18%
WPP
237
Whalerock Point Partners
Rhode Island
$548K – – –
TNBTD
238
Trustmark National Bank Trust Department
Mississippi
$538K – – –
SCG
239
Sonata Capital Group
Washington
$536K – – –
SWM
240
SeaCrest Wealth Management
New York
$536K +$520K +4,801 New
SAM
241
SignalPoint Asset Management
Missouri
$518K -$887K -8,195 -64%
OC
242
Oppenheimer & Co
New York
$516K -$12.4K -115 -2%
SQA
243
Simon Quick Advisors
New Jersey
$507K -$115K -1,059 -19%
RCM
244
RB Capital Management
Nevada
$498K +$185K +1,712 +62%
MA
245
Mutual Advisors
Nebraska
$496K +$481K +4,445 New
SFSIG
246
San Francisco Sentry Investment Group
California
$494K +$2.6K +24 +0.5%
KA
247
Kovack Advisors
Florida
$491K +$10.5K +97 +2%
GBT
248
Grove Bank & Trust
Florida
$480K +$198K +1,830 +74%
RCAG
249
Rehmann Capital Advisory Group
Michigan
$467K -$302K -2,789 -40%
BB
250
Busey Bank
Illinois
$453K – – –