We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AUB
451
Atlantic Union Bankshares
Virginia
$672K +$127K +897 +21%
WJA
452
Willis Johnson & Associates
Texas
$665K +$726K +5,134 New
NCM
453
Novare Capital Management
North Carolina
$664K – – –
LWAC
454
Laurel Wealth Advisors (California)
California
$664K +$17.3K +122 +2%
VCA
455
Verdence Capital Advisors
Maryland
$662K +$306K +2,162 +73%
JCM
456
Jacobi Capital Management
Pennsylvania
$662K +$388K +2,742 +116%
NL
457
NWAM LLC
Washington
$657K +$203K +1,434 +40%
FHA
458
Flagship Harbor Advisors
Massachusetts
$654K -$707 -5 -0.1%
ACP
459
Aveo Capital Partners
Colorado
$651K +$41.9K +296 +6%
FLA
460
Financial Life Advisors
Texas
$650K -$51.5K -364 -7%
WWM
461
Western Wealth Management
Colorado
$644K +$27.7K +196 +4%
Franklin Resources
462
Franklin Resources
California
$644K +$441K +3,116 +168%
BEAM
463
Baker Ellis Asset Management
Washington
$629K +$385K +2,725 +128%
MSA
464
Marino Stram & Associates
Massachusetts
$628K -$704K -4,978 -51%
TBWA
465
Three Bridge Wealth Advisors
California
$628K +$9.2K +65 +1%
CFO
466
Collective Family Office
Pennsylvania
$625K -$99K -700 -13%
GCM
467
G2 Capital Management
Ohio
$625K – – –
NP
468
NorthRock Partners
Minnesota
$618K +$61.5K +435 +10%
PCM
469
Parsons Capital Management
Rhode Island
$614K +$88.4K +625 +15%
ZB
470
Zions Bancorporation
Utah
$606K – – –
NB
471
Northwest Bancshares
Pennsylvania
$601K -$11.5K -81 -2%
KWM
472
Kingsview Wealth Management
Oregon
$600K +$235K +1,659 +56%
RIS
473
Retirement Income Solutions
Michigan
$600K +$656K +4,636 New
CB
474
Cadence Bank
Mississippi
$591K +$46.5K +329 +8%
FVWA
475
Foster Victor Wealth Advisors
South Carolina
$590K -$18.8K -133 -3%