We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
551
Badgley Phelps Wealth Managers
Washington
$519K +$280K +2,087 +119%
CFG
552
Citizens Financial Group
Rhode Island
$519K +$4.16K +31 +0.8%
AA
553
Argent Advisors
Louisiana
$515K – – –
JWA
554
JFS Wealth Advisors
Pennsylvania
$512K +$168K +1,255 +50%
AWA
555
Aaron Wealth Advisors
Illinois
$509K +$505K +3,765 New
PP
556
Pegasus Partners
Wisconsin
$502K +$498K +3,712 New
BB
557
Busey Bank
Illinois
$499K – – –
CMBA
558
C.M. Bidwell & Associates
Hawaii
$495K +$19.7K +147 +4%
BTWM
559
Baker Tilly Wealth Management
Wisconsin
$494K +$31.4K +234 +7%
ST
560
Smithfield Trust
Pennsylvania
$490K – – –
RCA
561
Ranch Capital Advisors
Florida
$483K +$2.55K +19 +0.5%
BFA
562
Beacon Financial Advisory
Ohio
$477K +$72.3K +539 +20%
AAM
563
Autus Asset Management
Arizona
$475K -$5.1K -38 -1%
LNWWM
564
Laird Norton Wetherby Wealth Management
California
$469K +$134 +1 +0%
WCAMG
565
Woodard & Company Asset Management Group
North Carolina
$467K -$1.61K -12 -0.3%
SAM
566
S.A. Mason
Michigan
$467K -$671 -5 -0.1%
CHJWM
567
Carlton Hofferkamp & Jenks Wealth Management
Texas
$462K – – –
WA
568
WP Advisors
California
$461K -$9.66K -72 -2%
AWM
569
Apollon Wealth Management
South Carolina
$458K -$83K -619 -15%
ACP
570
Aveo Capital Partners
Colorado
$452K -$64K -477 -12%
VF
571
VitalStone Financial
Texas
$447K +$443K +3,304 New
NAS
572
Nicolet Advisory Services
Wisconsin
$447K +$150K +1,120 +55%
LTL
573
Lowery Thomas LLC
California
$442K +$209K +1,561 +92%
NB
574
NBT Bank
New York
$441K – – –
NAMP
575
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$438K – – –
21 22
23
24 25