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Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
701
BBR Partners
New York
– -$1.3M -10,957 Closed
Renaissance Technologies
702
Renaissance Technologies
New York
– -$1.2M -10,100 Closed
VCM
703
Virtue Capital Management
Tennessee
– -$1.08M -9,073 Closed
Fiera Capital (Canada)
704
Fiera Capital (Canada)
Quebec, Canada
– -$967K -8,125 Closed
PPW
705
Parcion Private Wealth
Washington
– -$670K -5,633 Closed
CWM
706
Connecticut Wealth Management
Connecticut
– -$479K -4,030 Closed
M&T Bank
707
M&T Bank
New York
– -$479K -4,025 Closed
CW
708
CreativeOne Wealth
Kansas
– -$468K -3,931 Closed
FFN
709
Focus Financial Network
Minnesota
– -$346K -2,911 Closed
LWAC
710
Laurel Wealth Advisors (California)
California
– -$309K -2,594 Closed
PCMC
711
Private Capital Management (Colorado)
Colorado
– -$246K -2,080 Closed
F
712
F3Logic
Minnesota
– -$204K -1,718 Closed
ICP
713
Interchange Capital Partners
Pennsylvania
– -$127K -1,075 Closed
FWM
714
FSA Wealth Management
Massachusetts
– -$115K -968 Closed
HI
715
Human Investing
Oregon
– -$73K -614 Closed
DWM
716
Defined Wealth Management
Oregon
– -$52K -434 Closed
HFA
717
HC Financial Advisors
California
– -$38K -317 Closed
RWA
718
Ropes Wealth Advisors
Massachusetts
– -$37K -309 Closed
TIAM2
719
Tru Independence Asset Management 2
Oregon
– -$36K -302 Closed
APC
720
Asset Planning Corporation
Tennessee
– -$24K -205 Closed
SWM
721
Selective Wealth Management
Virginia
– -$24K -200 Closed
FDCDDQ
722
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$15.5K -130 Closed
SSB
723
Sandy Spring Bank
Maryland
– -$13K -108 Closed
IA
724
Inspire Advisors
Idaho
– -$12K -102 Closed
FWM
725
ForthRight Wealth Management
Georgia
– -$11K -96 Closed