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
DWP
576
Destiny Wealth Partners
Florida
$322K – – –
VWM
577
Venturi Wealth Management
Texas
$320K +$312K +2,126 New
MC
578
Moors & Cabot
Massachusetts
$316K +$68.4K +466 +28%
WPP
579
Whalerock Point Partners
Rhode Island
$315K – – –
OWP
580
Obermeyer Wealth Partners
Colorado
$315K – – –
NRI
581
NFP Retirement Inc
California
$314K +$88.4K +602 +40%
CA
582
Continuum Advisory
Idaho
$314K -$95.7K -652 -24%
BBA
583
BLB&B Advisors
Pennsylvania
$311K -$43.9K -299 -13%
MCM
584
Maryland Capital Management
Maryland
$310K +$4.55K +31 +2%
SBIA
585
Sheaff Brock Investment Advisors
Indiana
$309K +$27.9K +190 +10%
MFG
586
Magnus Financial Group
New York
$309K +$34.2K +233 +13%
LSPW
587
Lake Street Private Wealth
Illinois
$308K +$56.7K +386 +23%
QWM
588
Quaker Wealth Management
New Jersey
$307K +$300K +2,045 New
SG
589
StoneX Group
New York
$303K +$296K +2,017 New
OLA
590
Oliver Luxxe Assets
New Jersey
$303K +$8.08K +55 +3%
MMPW
591
Mitchell McLeod Pugh & Williams
Alabama
$302K – – –
SA
592
Strategic Advisors
New York
$302K – – –
NWA
593
Navis Wealth Advisors
New York
$301K – – –
NAS
594
Nicolet Advisory Services
Wisconsin
$301K +$147 +1 +0%
LS
595
Leelyn Smith
Illinois
$301K +$74.7K +509 +34%
CG
596
Caprock Group
Idaho
$300K +$4.99K +34 +2%
MOS
597
MGO One Seven
Ohio
$298K -$36.9K -251 -11%
PA
598
PFG Advisors
Arizona
$298K -$16.6K -113 -5%
EAM
599
Evanson Asset Management
California
$298K +$1.18K +8 +0.4%
ECM
600
Evergreen Capital Management
Washington
$297K – – –
22 23
24
25 26