We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$62.7M +$6.39M +49,925 +12%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$62.5M +$8.45M +65,961 +17%
BWL
28
Bogart Wealth LLC
Virginia
$44.3M +$27.9M +217,541 +196%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$42.9M -$1.1M -8,593 -3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$40.8M +$6.22M +48,557 +19%
LNC
31
Lincoln National Corp
Pennsylvania
$40.3M +$613K +4,789 +2%
MIS
32
Morningstar Investment Services
Illinois
$40M +$19M +148,570 +102%
AWM
33
Avior Wealth Management
Nebraska
$38.4M +$700K +5,468 +2%
RA
34
Rodgers & Associates
Pennsylvania
$36.2M -$108K -840 -0.3%
MML Investors Services
35
MML Investors Services
Massachusetts
$33.4M +$393K +3,068 +1%
KF
36
Krilogy Financial
Missouri
$32.3M +$236K +1,843 +0.8%
PAG
37
Private Advisor Group
New Jersey
$31.8M +$6.24M +48,771 +26%
IWA
38
Inspirion Wealth Advisors
Illinois
$31.6M +$89.4K +698 +0.3%
FWI
39
Facet Wealth Inc
Maryland
$30.9M +$7.05M +55,038 +32%
US Bancorp
40
US Bancorp
Minnesota
$29.7M +$4.37M +34,111 +18%
CCM
41
Condor Capital Management
New Jersey
$28.1M -$178K -1,390 -0.7%
EWA
42
ERTS Wealth Advisors
Michigan
$27.7M +$1.18M +9,232 +5%
SF
43
Summit Financial
New Jersey
$27.5M -$233K -1,818 -0.9%
MAM
44
Marotta Asset Management
Virginia
$26.5M -$595K -4,644 -2%
Prudential Financial
45
Prudential Financial
New Jersey
$24.9M +$23.1M +180,035 +3,633%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$21.4M -$370K -2,891 -35%
FIA
47
Foundations Investment Advisors
Arizona
$19.1M +$14.2M +111,166 +392%
BIA
48
BHK Investment Advisors
Alabama
$18.7M +$512 +4 +0%
SP
49
Symmetry Partners
Connecticut
$18.4M +$507K +3,956 +3%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$18.3M +$4.05M +31,597 +30%