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
OHWP
701
Oak Harbor Wealth Partners
North Carolina
$210K – – –
EWM
702
Endowment Wealth Management
Wisconsin
$210K +$882 +6 +0.4%
SEP
703
Southland Equity Partners
Missouri
$208K +$205K +1,391 New
TFA
704
Triad Financial Advisors
North Carolina
$208K -$79.1K -538 -28%
TIAM2
705
Tru Independence Asset Management 2
Oregon
$208K +$204K +1,389 New
RIM
706
Reynolds Investment Management
South Carolina
$208K +$205K +1,393 New
AWA
707
Acorn Wealth Advisors
Michigan
$207K -$3.97K -27 -2%
GAB
708
German American Bancorp
Indiana
$207K +$203K +1,382 New
AAS
709
Annex Advisory Services
Wisconsin
$204K +$201K +1,364 New
PFGIA
710
Patriot Financial Group Insurance Agency
Massachusetts
$202K +$22.1K +150 +12%
CIC
711
Carnegie Investment Counsel
Ohio
$202K +$198K +1,348 New
FCBT
712
First Citizens Bank & Trust
North Carolina
$201K – – –
WFA
713
Wells Financial Advisors
Massachusetts
$201K – – –
AGA
714
Arkos Global Advisors
Texas
$201K +$198K +1,344 New
CWP
715
Concord Wealth Partners
Virginia
$200K -$4.26K -29 -2%
LFA
716
Level Financial Advisors
New York
$178K -$6.76K -46 -4%
MA
717
Montag & Associates
Georgia
$169K – – –
CWM
718
Cedar Wealth Management
California
$168K +$165K +1,125 New
CFD
719
Creative Financial Designs
Indiana
$167K +$152K +1,034 +1,246%
SBL
720
Sargent Bickham Lagudis
Colorado
$162K -$147 -1 -0.1%
CI
721
Cordant Inc
Oregon
$161K -$37.1K -252 -19%
CFFP
722
Center for Financial Planning
Michigan
$149K -$735 -5 -0.5%
JFGIW
723
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$149K +$27.6K +188 +23%
JGIA
724
Jackson Grant Investment Advisers
Connecticut
$148K +$145K +986 New
FPB
725
First PREMIER Bank
South Dakota
$147K +$5K +34 +4%
27 28
29
30 31