We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AG
351
Ascent Group
Virginia
$1.56M -$492K -3,548 -23%
REMPR
352
Roof Eidam Maycock Peralta (REMP)
California
$1.51M – – –
Wellington Management Group
353
Wellington Management Group
Massachusetts
$1.49M +$1.54M +11,112 New
ATC
354
Argent Trust Co
Tennessee
$1.49M -$111K -800 -7%
RRC
355
Relaxing Retirement Coach
Massachusetts
$1.48M -$213K -1,538 -12%
WTFG
356
Wells Trecaso Financial Group
Ohio
$1.48M -$5.27K -38 -0.3%
JWCA
357
J.W. Cole Advisors
Florida
$1.48M +$155K +1,116 +11%
CCB
358
Country Club Bank
Missouri
$1.45M +$1.52M +10,983 New
CANC
359
Culbertson A N & Co
Virginia
$1.45M -$37.3K -269 -2%
CFSG
360
Clark Financial Services Group
Missouri
$1.45M -$81.2K -585 -5%
BP
361
Ballentine Partners
Massachusetts
$1.44M – – –
IWM
362
IHT Wealth Management
Illinois
$1.43M -$27.9K -201 -2%
FFN
363
Focus Financial Network
Minnesota
$1.41M +$178K +1,283 +14%
BSW
364
Buckingham Strategic Wealth
Missouri
$1.41M – – –
CWM
365
Cadence Wealth Management
Massachusetts
$1.4M +$17.1K +123 +1%
AWA
366
Arete Wealth Advisors
Illinois
$1.39M +$73.4K +529 +5%
IA
367
Insight Advisors
Pennsylvania
$1.38M -$4.02K -29 -0.3%
Susquehanna International Group
368
Susquehanna International Group
Pennsylvania
$1.37M +$1.42M +10,208 New
PIMG
369
Patriot Investment Management Group
Tennessee
$1.37M -$1.11K -8 -0.1%
GRP
370
Global Retirement Partners
California
$1.35M +$449K +3,240 +46%
TFS
371
Thoroughbred Financial Services
Tennessee
$1.35M +$52.3K +377 +4%
SWA
372
Stratos Wealth Advisors
Ohio
$1.34M +$6.1K +44 +0.4%
CC
373
Courier Capital
New York
$1.34M +$61.7K +445 +5%
AWM
374
Axxcess Wealth Management
California
$1.34M +$447K +3,223 +48%
NFC
375
Northeast Financial Consultants
Connecticut
$1.29M – – –