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
SPIA
301
Steward Partners Investment Advisory
New York
$3.47M +$355K +1,898 +11%
WLIM
302
White Lighthouse Investment Management
Massachusetts
$3.47M +$54.7K +293 +2%
IA
303
Integrity Alliance
Iowa
$3.46M +$198K +1,062 +6%
FTUS
304
Flow Traders U.S.
New York
$3.46M +$458K +2,454 +15%
FGWP
305
Founders Grove Wealth Partners
Virginia
$3.46M +$81.3K +435 +2%
VNA
306
Valley National Advisers
Pennsylvania
$3.43M +$68.4K +366 +2%
HCMT
307
Highland Capital Management (Tennessee)
Tennessee
$3.42M -$6.22M -33,291 -64%
IAS
308
Insigneo Advisory Services
Florida
$3.32M – – –
VT
309
Vise Technologies
New York
$3.29M – – –
AIA
310
AIMZ Investment Advisors
California
$3.29M -$130K -694 -4%
SWA
311
Strategic Wealth Advisors
Arizona
$3.28M +$2.62K +14 +0.1%
EI
312
Ellevest Inc
New York
$3.27M +$71.4K +382 +2%
AFTS
313
American Financial & Tax Strategies
New York
$3.26M -$75.8K -406 -2%
FFS
314
Founders Financial Securities
Maryland
$3.25M -$75.3K -403 -2%
MS
315
Monetary Solutions
Ohio
$3.23M +$13.1K +70 +0.4%
WPC
316
Wedmont Private Capital
Pennsylvania
$3.18M -$140K -747 -4%
CFP
317
Cascade Financial Partners
California
$3.16M -$49.5K -265 -2%
EF
318
Envision Financial
Wisconsin
$3.16M -$604K -3,235 -16%
GWMR
319
GC Wealth Management RIA
Massachusetts
$3.15M -$13.6K -73 -0.4%
BA
320
Blueline Advisors
New Hampshire
$3.11M +$3.13M +16,740 +10,270%
WRPWM
321
Werba Rubin Papier Wealth Management
California
$3.1M +$103K +551 +3%
MMA
322
Miracle Mile Advisors
California
$3.09M +$17.7K +95 +0.6%
WP
323
WealthShield Partners
North Carolina
$3.09M -$42.4K -227 -1%
UF
324
Univest Financial
Pennsylvania
$3.02M +$452K +2,421 +17%
AC
325
Avant Capital
Louisiana
$3M -$168K -901 -5%
11 12
13
14 15