We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
601
WP Advisors
California
$560K +$3.76K +23 +0.7%
AWA
602
Arkadios Wealth Advisors
Georgia
$559K +$181K +1,107 +47%
SAM
603
S.A. Mason
Michigan
$559K
CWM
604
Copia Wealth Management
Oregon
$559K
JPLA
605
Joseph P. Lucia & Associates
New York
$558K +$163 +1 +0%
WCM
606
WealthTrak Capital Management
Virginia
$544K -$20.8K -127 -4%
Koshinski Asset Management
607
Koshinski Asset Management
Illinois
$542K +$22.9K +140 +4%
NA
608
Note Advisors
New York
$542K -$146K -891 -21%
QCM
609
QRG Capital Management
Illinois
$541K -$10.1K -62 -2%
TF
610
TME Financial
California
$539K -$2.32M -14,204 -81%
PCS
611
Private Client Services
Kentucky
$537K -$327 -2 -0.1%
AMM
612
American Money Management
California
$536K -$2.94K -18 -0.5%
QFW
613
QTR Family Wealth
Florida
$534K +$544K +3,328 New
RWM
614
Rialto Wealth Management
New York
$532K -$55.6K -340 -9%
MWM
615
MorganRosel Wealth Management
Colorado
$532K +$41K +251 +8%
ONSWM
616
Old North State Wealth Management
North Carolina
$531K +$87.3K +534 +19%
FC
617
Fairscale Capital
New Hampshire
$526K -$1.14K -7 -0.2%
BHWM
618
Beaird Harris Wealth Management
Texas
$520K +$24K +147 +5%
MWA
619
Medallion Wealth Advisors
Connecticut
$519K -$38.1K -233 -7%
AFP
620
Ausdal Financial Partners
Iowa
$518K +$23.5K +144 +5%
OWA
621
Octavia Wealth Advisors
Ohio
$517K +$4.25K +26 +0.8%
KeyBank National Association
622
KeyBank National Association
Ohio
$514K -$14.4K -88 -3%
PIA
623
Pinion Investment Advisors
Kansas
$511K -$14.2K -87 -3%
GCM
624
G2 Capital Management
Ohio
$511K -$136K -834 -21%
GS
625
GWN Securities
Florida
$509K +$180K +1,098 +53%