We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
226
Capital Advisors Ltd
Ohio
$929K
HCIA
227
Hochman Cole Investment Advisors
Illinois
$909K
GT
228
Glenview Trust
Kentucky
$894K
PCMC
229
Paragon Capital Management (Colorado)
Colorado
$885K
AIM
230
Acropolis Investment Management
Missouri
$874K
TI
231
Truepoint Inc
Ohio
$874K
FA
232
FDx Advisors
Illinois
$870K +$77.7K +740 +10%
HT
233
Heritage Trust
Oklahoma
$844K +$725K +6,901 +752%
FWM
234
Foresight Wealth Management
Utah
$842K -$166K -1,582 -17%
CWM
235
Capital Wealth Management
Rhode Island
$837K -$4.3K -41 -0.5%
WFPG
236
Waller Financial Planning Group
Ohio
$837K +$22.5K +214 +3%
FLA
237
Financial Life Advisors
Texas
$833K -$174K -1,655 -18%
FNBOMD
238
First National Bank of Mount Dora
Florida
$828K
QCG
239
Quadrant Capital Group
Ohio
$828K +$42.7K +407 +6%
AOWM
240
Alpha Omega Wealth Management
Virginia
$817K +$350K +3,332 +79%
FVWA
241
Foster Victor Wealth Advisors
South Carolina
$812K +$38.9K +370 +5%
MA
242
MONECO Advisors
Connecticut
$810K +$49.4K +470 +7%
TNBTD
243
Trustmark National Bank Trust Department
Mississippi
$810K +$311K +2,960 +65%
WCM
244
Windham Capital Management
Massachusetts
$809K +$788K +7,500 New
TFA
245
TPG Financial Advisors
Oregon
$797K -$7.25K -69 -0.9%
WTC
246
WhitTier Trust Company
Nevada
$796K +$52.5K +500 +7%
QCM
247
Quadrant Capital Management
New Jersey
$791K +$770K +7,330 New
SQA
248
Simon Quick Advisors
New Jersey
$790K -$64.2K -611 -8%
GIA
249
Gladstone Institutional Advisory
Florida
$788K -$18.7K -178 -2%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$777K -$53.1K -506 -7%