We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
226
Tower Research Capital (TRC)
New York
$843K +$929K +8,853 New
CAL
227
Capital Advisors Ltd
Ohio
$820K +$48.2K +459 +6%
AF
228
Allworth Financial
California
$818K +$18K +171 +2%
HCIA
229
Hochman Cole Investment Advisors
Illinois
$803K – – –
GT
230
Glenview Trust
Kentucky
$790K -$3.46K -33 -0.4%
PCMC
231
Paragon Capital Management (Colorado)
Colorado
$781K – – –
AIM
232
Acropolis Investment Management
Missouri
$772K +$10.9K +104 +1%
TI
233
Truepoint Inc
Ohio
$772K +$36.9K +351 +5%
SFG
234
StrategIQ Financial Group
Indiana
$757K -$98.5K -938 -11%
SQA
235
Simon Quick Advisors
New Jersey
$756K +$321K +3,060 +63%
CWM
236
Capital Wealth Management
Rhode Island
$743K +$17.1K +163 +2%
FNBOMD
237
First National Bank of Mount Dora
Florida
$731K – – –
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$731K +$222K +2,111 +38%
PS
239
Portfolio Solutions
Michigan
$727K +$801K +7,633 New
IWM
240
IHT Wealth Management
Illinois
$722K -$33K -314 -4%
HFS
241
Howard Financial Services
Texas
$717K +$790K +7,527 New
GIA
242
Gladstone Institutional Advisory
Florida
$713K +$786K +7,482 New
TFA
243
TPG Financial Advisors
Oregon
$701K +$773K +7,362 New
FA
244
FDx Advisors
Illinois
$698K +$769K +7,322 New
WFPG
245
Waller Financial Planning Group
Ohio
$695K +$766K +7,293 New
QCG
246
Quadrant Capital Group
Ohio
$690K – – –
FVWA
247
Foster Victor Wealth Advisors
South Carolina
$682K +$751K +7,157 New
BJL
248
Brighton Jones LLC
Washington
$681K -$3.15K -30 -0.4%
MA
249
MONECO Advisors
Connecticut
$670K +$739K +7,036 New
EFL
250
ERn Financial LLC
Wisconsin
$669K +$737K +7,023 New