We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
676
Private Portfolio Partners
New Jersey
$280K -$5.9K -44 -2%
CM
677
Cornerstone Management
Georgia
$280K
GFWA
678
Grey Fox Wealth Advisors
Delaware
$279K +$277K +2,065 New
BTI
679
Blue Trust Inc
Georgia
$279K +$39K +291 +15%
W
680
WealthOne
New York
$276K -$2.01K -15 -0.7%
MSAM
681
Moloney Securities Asset Management
Missouri
$276K
MA
682
Montag & Associates
Georgia
$273K
SA
683
Strategic Advisors
New York
$272K +$134 +1 +0%
FMWA
684
Forvis Mazars Wealth Advisors
Missouri
$272K +$3.89K +29 +1%
WWC
685
Waypoint Wealth Counsel
Georgia
$271K +$269K +2,005 New
NWA
686
Navis Wealth Advisors
New York
$270K
Kovitz Investment Group Partners
687
Kovitz Investment Group Partners
Illinois
$270K
D
688
Diversified
Delaware
$268K +$31.3K +233 +13%
First Manhattan
689
First Manhattan
New York
$268K +$51.2K +382 +24%
MSWM
690
McGlone Suttner Wealth Management
Wisconsin
$267K +$264K +1,971 New
CAM
691
Clark Asset Management
New Hampshire
$266K +$264K +1,965 New
CCM
692
Coldstream Capital Management
Washington
$265K +$263K +1,963 New
RBFC
693
Roman Butler Fullerton & Co
Missouri
$264K +$249K +1,859 New
HWA
694
Heritage Wealth Advisors
Virginia
$264K
FPCG
695
Fort Pitt Capital Group
Pennsylvania
$262K
LFG
696
Larson Financial Group
Missouri
$261K +$182K +1,357 +236%
CG
697
Caprock Group
Idaho
$261K -$35.7K -266 -12%
RF
698
Resolute Financial
Massachusetts
$260K +$257K +1,919 New
CT
699
Caldwell Trust
Florida
$259K +$59.3K +442 +30%
KCM
700
Kennicott Capital Management
California
$259K