We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
251
MSH Capital Advisors
Arizona
$2.8M -$177K -1,273 -6%
SFP
252
Sterling Financial Planning
New Jersey
$2.8M +$16.8K +121 +0.6%
NCMW
253
Northern Capital Management (Washington)
Washington
$2.8M +$441K +3,181 +18%
BDF
254
Black Diamond Financial
Maryland
$2.78M +$23.2K +167 +0.8%
TCMP
255
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.76M -$208K -1,500 -7%
HSA
256
HBK Sorce Advisory
Pennsylvania
$2.75M -$2.79M -20,077 -49%
MWM
257
Maltin Wealth Management
New Jersey
$2.75M +$66.9K +482 +2%
WPC
258
Wedmont Private Capital
Pennsylvania
$2.64M -$233K -1,682 -8%
PFO
259
Pathstone Family Office
New Jersey
$2.63M +$1.95M +14,063 +253%
SB
260
Simmons Bank
Arkansas
$2.63M -$217K -1,564 -7%
CFO
261
Collective Family Office
Pennsylvania
$2.56M +$42K +303 +2%
CIAS
262
CBIZ Investment Advisory Services
Ohio
$2.55M – – –
EWM
263
Empirical Wealth Management
Washington
$2.52M -$37.3K -269 -1%
TNBTD
264
Trustmark National Bank Trust Department
Mississippi
$2.51M +$21.9K +158 +0.8%
AC
265
Avant Capital
Louisiana
$2.51M +$94.3K +680 +4%
MFG
266
Midwest Financial Group
Kansas
$2.5M +$2.59M +18,666 New
PWM
267
Perigon Wealth Management
California
$2.5M +$339K +2,443 +15%
EFS
268
Econ Financial Services
Pennsylvania
$2.5M +$2.58M +18,610 New
AA
269
Axiom Advisory
California
$2.49M +$19K +137 +0.7%
BJL
270
Brighton Jones LLC
Washington
$2.48M -$31.5K -227 -1%
PBF
271
Petix & Botte Financial
California
$2.46M +$2.54M +18,325 New
SCA
272
Stillwater Capital Advisors
Pennsylvania
$2.43M +$168K +1,211 +7%
IAS
273
Insigneo Advisory Services
Florida
$2.41M – – –
CAM
274
Cozad Asset Management
Illinois
$2.4M +$139 +1 +0%
VWM
275
Valley Wealth Managers
New Jersey
$2.36M -$66K -476 -3%
9 10
11
12 13