We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWT
626
Dorsey & Whitney Trust
South Dakota
$263K +$5.58K +38 +2%
TRCT
627
Tower Research Capital (TRC)
New York
$261K -$2.17M -14,810 -90%
LWMG
628
Levy Wealth Management Group
Pennsylvania
$261K +$1.18K +8 +0.5%
SAM
629
Silvercrest Asset Management
New York
$260K – – –
BFA
630
BMS Financial Advisors
South Dakota
$257K +$251K +1,710 New
CPP
631
Capasso Planning Partners
South Carolina
$256K +$250K +1,702 New
WP
632
Wealthspan Partners
Iowa
$254K +$248K +1,691 New
DP
633
Dearborn Partners
Illinois
$251K +$7.34K +50 +3%
AWA
634
Arkadios Wealth Advisors
Georgia
$249K +$106K +720 +77%
TWP
635
TFO Wealth Partners
Ohio
$245K +$245K +1,669 New
CNBT
636
Cornerstone National Bank & Trust
Illinois
$245K +$239K +1,627 New
WIC
637
Woodmont Investment Counsel
Tennessee
$244K +$1.32K +9 +0.6%
SC
638
Sierra Capital
Florida
$244K +$90K +613 +61%
CCM
639
Crabel Capital Management
California
$243K +$238K +1,619 New
SWM
640
Silverlake Wealth Management
Vermont
$243K +$237K +1,616 New
NF
641
Nikulski Financial
Iowa
$241K – – –
First Manhattan
642
First Manhattan
New York
$239K – – –
OSAM
643
O'Shaughnessy Asset Management
Connecticut
$238K – – –
KCM
644
Kennedy Capital Management
Missouri
$236K +$230K +1,567 New
AWM
645
Apollon Wealth Management
South Carolina
$233K +$228K +1,550 New
VVP
646
Venture Visionary Partners
Ohio
$231K +$1.18K +8 +0.5%
HSA
647
HBK Sorce Advisory
Pennsylvania
$231K +$226K +1,538 New
SIMG
648
Sonora Investment Management Group
Arizona
$226K +$220K +1,501 New
WP
649
WealthPLAN Partners
Nebraska
$225K -$13.7K -93 -6%
AC
650
Abbrea Capital
California
$223K – – –