We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
301
Crestwood Advisors Group
Massachusetts
$33K +$32.8K +325 New
PFBT
302
Parkside Financial Bank & Trust
Missouri
$32K +$31.7K +315 New
BWM
303
Baystate Wealth Management
Massachusetts
$29K +$28.9K +287 New
RWM
304
Raffa Wealth Management
District of Columbia
$24.6K +$101 +1 +0.4%
Legal & General Group
305
Legal & General Group
United Kingdom
$24K
OC
306
Oakworth Capital
Alabama
$24K
MWM
307
Mascoma Wealth Management
New Hampshire
$21K
FFW
308
Fusion Family Wealth
New York
$21K +$20.8K +206 New
ClearBridge Investments
309
ClearBridge Investments
New York
$18K
AC
310
Alexandria Capital
Virginia
$17K
CHP
311
Cable Hill Partners
Oregon
$16K
PCTC
312
Perkins Coie Trust Company
Washington
$16K +$15.4K +153 New
TWA
313
TCI Wealth Advisors
Arizona
$15K -$2.52K -25 -14%
SBL
314
Sargent Bickham Lagudis
Colorado
$15K
VIA
315
Vantage Investment Advisors
Pennsylvania
$14K
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$2.82K +28 +26%
First Manhattan
317
First Manhattan
New York
$12K
BC
318
Barnett & Company
Tennessee
$10K
JCM
319
Jacobi Capital Management
Pennsylvania
$9K
RCA
320
Rowland Carmichael Advisors
Arizona
$9K
FCB
321
First Command Bank
Texas
$8K
FCFS
322
First Command Financial Services
Texas
$8K
CG
323
Cutler Group
California
$7K -$10.1K -100 -57%
AAP
324
Arax Advisory Partners
Colorado
$7K
CTB
325
Country Trust Bank
Illinois
$7K