We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
276
Paracle Advisors
Washington
$539K +$715K +6,637 New
FA
277
FDx Advisors
Illinois
$538K -$2.37K -22 -0.3%
1WA
278
180 Wealth Advisors
Washington
$535K +$180K +1,671 +32%
TFA
279
TPG Financial Advisors
Oregon
$534K +$17.1K +159 +2%
ASN
280
Advisory Services Network
Georgia
$531K +$278K +2,583 +65%
HA
281
Harborview Advisors
Maine
$514K +$431K +4,000 +172%
TNBTD
282
Trustmark National Bank Trust Department
Mississippi
$513K -$328K -3,049 -33%
9WM
283
9258 Wealth Management
Ohio
$513K -$96.9K -900 -14%
RWP
284
RWA Wealth Partners
Massachusetts
$498K -$12.2M -112,820 -95%
KA
285
Kovack Advisors
Florida
$491K +$113K +1,045 +21%
BSW
286
Buckingham Strategic Wealth
Missouri
$488K -$408K -3,792 -39%
BFPW
287
BOK Financial Private Wealth
Colorado
$487K +$646K +5,997 New
DCM
288
Donaldson Capital Management
Indiana
$485K -$56.2K -522 -8%
SIA
289
Strategic Investment Advisors
Michigan
$478K +$109K +1,013 +21%
WWM
290
Windsor Wealth Management
Indiana
$473K -$69.7K -647 -10%
JPLA
291
Joseph P. Lucia & Associates
New York
$467K -$89K -826 -13%
ACA
292
Anchor Capital Advisors
Massachusetts
$466K +$618K +5,736 New
FI
293
FormulaFolio Investments
Michigan
$461K -$598K -5,548 -49%
VCP
294
Verus Capital Partners
Arizona
$461K -$126K -1,166 -17%
ECG
295
Edge Capital Group
Georgia
$458K
PFA
296
Paradigm Financial Advisors
Missouri
$453K +$31.1K +289 +5%
JIC
297
Johnson Investment Counsel
Ohio
$452K -$129K -1,196 -18%
V
298
Veritable
Delaware
$444K +$298K +2,767 +102%
CS
299
Capital Square
Tennessee
$438K +$66.7K +619 +13%
RCA
300
Rex Capital Advisors
Rhode Island
$437K