We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIC
326
Johnson Investment Counsel
Ohio
$657K +$6.72K +60 +1%
CBFP
327
Cedar Brook Financial Partners
Ohio
$651K -$96.2K -859 -14%
HWA
328
Heartwood Wealth Advisors
Virginia
$644K
MWM
329
Meridian Wealth Management
Kentucky
$640K +$11K +98 +2%
RCA
330
Rex Capital Advisors
Rhode Island
$639K
9WM
331
9258 Wealth Management
Ohio
$615K
PP
332
Prudential plc
United Kingdom
$611K -$11.2K -100 -2%
AWM
333
Altavista Wealth Management
North Carolina
$603K
CAM
334
Cresset Asset Management
Illinois
$591K +$6.72K +60 +1%
Prudential Financial
335
Prudential Financial
New Jersey
$589K -$7.17K -64 -1%
PWM
336
Perigon Wealth Management
California
$587K +$85.2K +761 +18%
NRI
337
NFP Retirement Inc
California
$580K +$546K +4,871 New
CAPTRUST Financial Advisors
338
CAPTRUST Financial Advisors
North Carolina
$572K +$58.6K +523 +12%
EFL
339
ERn Financial LLC
Wisconsin
$564K +$2.8K +25 +0.5%
CSPIA
340
Cary Street Partners Investment Advisory
Virginia
$563K +$200K +1,784 +60%
NCMW
341
Northern Capital Management (Washington)
Washington
$559K +$526K +4,700 New
ZB
342
Zions Bancorporation
Utah
$556K
WANY
343
Wealthspire Advisors (New York)
New York
$556K +$523K +4,670 New
JPLA
344
Joseph P. Lucia & Associates
New York
$540K +$56.6K +505 +13%
BPA
345
Beacon Pointe Advisors
California
$539K -$351K -3,130 -41%
OIA
346
OneDigital Investment Advisors
Kansas
$533K +$128K +1,141 +34%
IA
347
IFP Advisors
Florida
$529K +$35.1K +313 +8%
TIA
348
Tiemann Investment Advisors
California
$527K -$97K -866 -16%
MFS
349
McNamara Financial Services
Massachusetts
$520K
NP
350
NorthRock Partners
Minnesota
$515K -$33.6K -300 -6%