We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
401
TCI Wealth Advisors
Arizona
$84K -$32.7K -311 -26%
1IA
402
1834 Investment Advisors
Wisconsin
$80K -$104K -990 -54%
CCM
403
Covington Capital Management
California
$76K -$5.25K -50 -6%
PB
404
Pinnacle Bancorp
Nebraska
$75K +$82.9K +790 New
GWM
405
Geneos Wealth Management
Colorado
$72K +$11.3K +108 +17%
CMBA
406
C.M. Bidwell & Associates
Hawaii
$71K -$217K -2,063 -73%
PCIA
407
Prime Capital Investment Advisors
Kansas
$68K +$75.3K +717 New
ADL
408
Asset Dedication LLC
California
$67K +$15K +143 +26%
SFSIG
409
San Francisco Sentry Investment Group
California
$64K +$5.04K +48 +8%
SIAS
410
Shine Investment Advisory Services
Colorado
$62K -$3.88K -37 -5%
RTC
411
Riverview Trust Company
Washington
$62K +$68.6K +653 New
SSB
412
Sandy Spring Bank
Maryland
$58K -$6.82K -65 -10%
MRCM
413
M&R Capital Management
New Jersey
$58K
PFGIA
414
Patriot Financial Group Insurance Agency
Massachusetts
$56K
FPS
415
Fieldpoint Private Securities
Connecticut
$55K +$60.9K +580 New
MOS
416
MGO One Seven
Ohio
$53K +$60.1K +572 New
PMFA
417
Plante Moran Financial Advisors
Michigan
$52K +$57.7K +550 New
PG
418
Patten Group
Tennessee
$51K -$46.1K -439 -45%
CDIA
419
Capital Directions Investment Advisors
Georgia
$50K -$127K -1,205 -70%
BOPW
420
Brandywine Oak Private Wealth
Pennsylvania
$46K +$50.8K +484 New
FMTCOCP
421
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$45K
PCA
422
Providence Capital Advisors
North Carolina
$45K +$4.62K +44 +10%
DWM
423
Doyle Wealth Management
Florida
$45K +$50.1K +477 New
MWA
424
Meridian Wealth Advisors
Texas
$43K +$47.2K +450 New
BWM
425
BerganKDV Wealth Management
Minnesota
$42K