We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
226
Johnson Investment Counsel
Ohio
$618K -$32.1K -285 -5%
VAM
227
Visionary Asset Management
Texas
$618K +$13.5K +120 +2%
RWP
228
RWA Wealth Partners
Massachusetts
$597K -$847K -7,531 -58%
SWM
229
SeaCrest Wealth Management
New York
$582K +$58.7K +522 +11%
CL
230
Choreo LLC
Illinois
$580K -$159K -1,413 -21%
OC
231
Oppenheimer & Co
New York
$572K +$68.3K +607 +13%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$570K -$83.8K -745 -12%
WAG
233
Winthrop Advisory Group
Massachusetts
$559K -$43.7K -389 -7%
AIA
234
Allegis Investment Advisors
Idaho
$556K -$1.45M -12,875 -72%
HFS
235
HL Financial Services
Kentucky
$551K +$566K +5,035 New
WPP
236
Whalerock Point Partners
Rhode Island
$537K
SQA
237
Simon Quick Advisors
New Jersey
$531K +$53K +471 +11%
SCG
238
Sonata Capital Group
Washington
$525K
TNBTD
239
Trustmark National Bank Trust Department
Mississippi
$522K -$6.19K -55 -1%
WTFG
240
Wells Trecaso Financial Group
Ohio
$514K +$175K +1,557 +50%
GA
241
Gateway Advisory
New Jersey
$514K +$529K +4,700 New
CAC
242
Certified Advisory Corp
Florida
$503K +$190K +1,692 +58%
SFSIG
243
San Francisco Sentry Investment Group
California
$485K
RCM
244
RB Capital Management
Nevada
$482K -$5.85K -52 -1%
KA
245
Kovack Advisors
Florida
$477K -$5.4K -48 -1%
SAM
246
SignalPoint Asset Management
Missouri
$467K -$41.2K -366 -8%
Truist Financial
247
Truist Financial
North Carolina
$460K +$150K +1,332 +46%
MA
248
Mutual Advisors
Nebraska
$459K -$28.1K -250 -6%
CHAM
249
Clear Harbor Asset Management
Connecticut
$454K +$43.1K +383 +10%
ASN
250
Advisory Services Network
Georgia
$444K +$87.6K +779 +24%