We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
326
CWA Asset Management Group
Florida
$202K +$196K +1,812 New
W
327
Wealthfront
California
$201K -$21.4K -198 -10%
AA
328
Ancora Advisors
Ohio
$200K +$195K +1,800 New
LNWWM
329
Laird Norton Wetherby Wealth Management
California
$197K
WEC
330
Winslow Evans & Crocker
Massachusetts
$187K +$61.7K +570 +52%
AWA
331
Acorn Wealth Advisors
Michigan
$182K +$173K +1,599 New
CMBA
332
C.M. Bidwell & Associates
Hawaii
$160K +$155K +1,433 New
WAM
333
Wealthspire Advisors (Maryland)
Maryland
$153K -$234K -2,162 -61%
CMO
334
Covenant Multifamily Offices
Texas
$153K +$148K +1,371 New
SIM
335
Sonora Investment Management
Arizona
$151K +$107K +989 +275%
SPIA
336
Steward Partners Investment Advisory
New York
$143K -$24K -222 -15%
Simplex Trading
337
Simplex Trading
Illinois
$139K +$136K +1,254 New
PG
338
Patten Group
Tennessee
$133K +$1.08K +10 +0.8%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$129K
First Manhattan
340
First Manhattan
New York
$127K +$110K +1,014 +811%
TWA
341
TCI Wealth Advisors
Arizona
$126K
WPA
342
West Paces Advisors
Georgia
$122K -$43.9K -406 -27%
DSC
343
Duncker Streett & Co
Missouri
$119K
PS
344
Portfolio Solutions
Michigan
$116K
IFA
345
Interactive Financial Advisors
Illinois
$113K -$22.5K -208 -17%
NSIM
346
North Star Investment Management
Illinois
$112K
FPB
347
First PREMIER Bank
South Dakota
$109K +$3.35K +31 +3%
TL
348
TrueWealth LLC
Georgia
$103K +$99.5K +919 New
JGIA
349
Jackson Grant Investment Advisers
Connecticut
$100K +$541 +5 +0.6%
TSW
350
Thompson Siegel & Walmsley
Virginia
$98K -$2.81K -26 -3%