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
D
676
Diversified
Delaware
$343K -$4.1K -27 -1%
CL
677
Cabana LLC
Arkansas
$342K +$345K +2,276 New
RRA
678
Round Rock Advisors
Connecticut
$342K -$2.43K -16 -0.7%
SIC
679
Salem Investment Counselors
North Carolina
$340K +$303 +2 +0.1%
AWM
680
Axxcess Wealth Management
California
$338K -$1.1M -7,270 -76%
FTDI
681
First Trust Direct Indexing
Massachusetts
$333K +$336K +2,216 New
ACM
682
Advisors Capital Management
New Jersey
$333K -$40.1K -264 -11%
RA
683
RFG Advisory
Alabama
$333K +$24K +158 +8%
SIC
684
Sterling Investment Counsel
New York
$331K +$89.1K +587 +36%
BIM
685
Bridges Investment Management
Nebraska
$329K +$331K +2,184 New
FIC
686
Family Investment Center
Missouri
$326K +$5.62K +37 +2%
WWM
687
Western Wealth Management
Colorado
$325K -$19.9K -131 -6%
DWP
688
Destiny Wealth Partners
Florida
$324K – – –
LWP
689
LMG Wealth Partners
Louisiana
$323K – – –
PMFA
690
Plante Moran Financial Advisors
Michigan
$320K -$15.5K -102 -5%
WPP
691
Whalerock Point Partners
Rhode Island
$315K – – –
VF
692
VitalStone Financial
Texas
$315K -$15.2K -100 -5%
HIA
693
HTG Investment Advisors
Connecticut
$314K -$20.2K -133 -6%
AT
694
American Trust
Kentucky
$313K -$299K -1,972 -49%
BCG
695
Breakwater Capital Group
New Jersey
$312K +$33.1K +218 +12%
BF
696
Brooklyn FI
New York
$311K +$3.49K +23 +1%
DWT
697
Dorsey & Whitney Trust
South Dakota
$310K -$303 -2 -0.1%
BBHC
698
Brown Brothers Harriman & Co
New York
$308K +$2.28K +15 +0.7%
WMWM
699
Whitaker-Myers Wealth Managers
Ohio
$308K -$516K -3,398 -62%
CAC
700
Certified Advisory Corp
Florida
$306K – – –
26 27
28
29 30