We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
526
One Capital Management
California
$440K +$7.36K +52 +2%
CCM
527
Coldstream Capital Management
Washington
$439K +$41.9K +296 +10%
EVC
528
Eidelman Virant Capital
Missouri
$438K -$262K -1,852 -36%
AAM
529
Autus Asset Management
Arizona
$438K
GGS
530
Galvin Gaustad & Stein
Arizona
$437K -$200K -1,412 -29%
CGA
531
Crescent Grove Advisors
Illinois
$436K +$476K +3,366 New
FFG
532
Ford Financial Group
California
$430K +$1.7K +12 +0.4%
HIC
533
Holderness Investments Company
North Carolina
$429K
AllianceBernstein
534
AllianceBernstein
Tennessee
$426K +$159K +1,123 +52%
BAS
535
Brown Advisory Securities
Maryland
$425K -$268K -1,896 -37%
DCM
536
Donaldson Capital Management
Indiana
$425K -$52.3K -370 -10%
CHJWM
537
Carlton Hofferkamp & Jenks Wealth Management
Texas
$421K
NAMP
538
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$420K +$53K +375 +13%
GJIC
539
Gamble Jones Investment Counsel
California
$419K -$2.83K -20 -0.6%
SCA
540
Snowden Capital Advisors
New York
$417K +$34.5K +244 +8%
VCM
541
Virtue Capital Management
Tennessee
$415K +$283 +2 +0.1%
IGWM
542
ICA Group Wealth Management
Colorado
$410K +$9.62K +68 +2%
EFS
543
Essex Financial Services
Connecticut
$409K +$27.3K +193 +7%
BP
544
BBR Partners
New York
$407K -$313K -2,213 -41%
BCP
545
Berkeley Capital Partners
Georgia
$407K +$5.09K +36 +1%
NB
546
NBT Bank
New York
$399K
TFGT
547
TS Financial Group (TSFG)
Illinois
$396K +$179K +1,266 +71%
USCWA
548
U.S. Capital Wealth Advisors
Texas
$392K -$14.7K -104 -3%
SSI
549
Scott & Selber Inc
Texas
$389K
FAT
550
First American Trust
California
$388K +$76.4K +540 +22%