We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFC
26
SYM Financial Corp
Indiana
$58.3M +$3.25M +23,437 +6%
EH
27
Equitable Holdings
New York
$53.2M -$2.08M -14,965 -4%
MGIA
28
Moneta Group Investment Advisors
Missouri
$52.4M +$12.3M +88,323 +29%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$51.7M +$1.5M +10,802 +3%
AWM
30
Avior Wealth Management
Nebraska
$50.3M +$1.27M +9,145 +2%
Mariner
31
Mariner
Kansas
$48.4M +$864K +6,230 +2%
MMA
32
Miracle Mile Advisors
California
$46.5M +$3.54M +25,548 +8%
MD
33
Money Design
Japan
$45.4M +$5.68M +40,946 +14%
Natixis Advisors
34
Natixis Advisors
Massachusetts
$45.1M +$8.3M +59,814 +22%
Creative Planning
35
Creative Planning
Kansas
$42.9M -$4.63M -33,409 -9%
Cerity Partners
36
Cerity Partners
New York
$42.5M +$612K +4,414 +37%
CG
37
Colony Group
Massachusetts
$42.4M -$39.7M -286,185 -47%
OWM
38
Orgel Wealth Management
Wisconsin
$41.5M -$2.79M -20,143 -6%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$41.2M -$5.68M -40,915 -12%
LNC
40
Lincoln National Corp
Pennsylvania
$39.2M +$76.2K +549 +0.2%
RA
41
Rodgers & Associates
Pennsylvania
$37.7M -$250K -1,805 -0.6%
MML Investors Services
42
MML Investors Services
Massachusetts
$36.7M -$11.2M -81,085 -23%
1832 Asset Management
43
1832 Asset Management
Ontario, Canada
$35M +$550K +3,963 +2%
TC
44
Trust Company
Kansas
$34.5M -$440K -3,171 -1%
PAG
45
Private Advisor Group
New Jersey
$33.1M +$140K +1,009 +0.4%
IWA
46
Inspirion Wealth Advisors
Illinois
$31.2M +$335K +2,412 +1%
CCM
47
Condor Capital Management
New Jersey
$30.3M -$137K -984 -0.4%
KF
48
Krilogy Financial
Missouri
$28.4M +$1.72M +12,432 +6%
SF
49
Summit Financial
New Jersey
$27.3M -$378K -2,723 -1%
RJA
50
Raymond James & Associates
Florida
$26.6M -$742K -5,347 -3%