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
NSIM
351
North Star Investment Management
Illinois
$132K – – –
PA
352
Parallel Advisors
California
$131K +$34.7K +305 +36%
WPA
353
West Paces Advisors
Georgia
$123K – – –
BAMG
354
Brand Asset Management Group
Missouri
$123K – – –
BIMC
355
Benson Investment Management Company
Virginia
$118K – – –
WAM
356
Wealthspire Advisors (Maryland)
Maryland
$114K – – –
JCM
357
Jacobi Capital Management
Pennsylvania
$112K -$1.48K -13 -1%
FPB
358
First PREMIER Bank
South Dakota
$111K – – –
PG
359
Patten Group
Tennessee
$110K – – –
DSC
360
Duncker Streett & Co
Missouri
$107K – – –
GRP
361
Global Retirement Partners
California
$106K +$13.7K +121 +15%
HT
362
Heritage Trust
Oklahoma
$104K – – –
TL
363
TrueWealth LLC
Georgia
$104K – – –
JGIA
364
Jackson Grant Investment Advisers
Connecticut
$102K – – –
TSW
365
Thompson Siegel & Walmsley
Virginia
$99K – – –
CFA
366
Carroll Financial Associates
North Carolina
$98K – – –
CCM
367
Covington Capital Management
California
$96K -$317K -2,794 -77%
ML
368
McAdam LLC
Pennsylvania
$96K -$3.86K -34 -4%
PWAG
369
Polaris Wealth Advisory Group
California
$95K +$6.7K +59 +8%
SIAS
370
Shine Investment Advisory Services
Colorado
$78K – – –
SSB
371
Sandy Spring Bank
Maryland
$76K – – –
GWM
372
Geneos Wealth Management
Colorado
$74K +$44.3K +390 +148%
SFSIG
373
San Francisco Sentry Investment Group
California
$70K – – –
LFG
374
LifePlan Financial Group
Ohio
$70K +$1.02K +9 +1%
MRCM
375
M&R Capital Management
New Jersey
$69K – – –
13 14
15
16 17