We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DE
701
Diversified Enterprises
Delaware
$388K +$11.3K +69 +3%
LSPW
702
Lake Street Private Wealth
Illinois
$388K +$163 +1 +0%
B
703
Bailard
California
$388K +$161K +985 +69%
Russell Investments Group
704
Russell Investments Group
United Kingdom
$387K -$2.62K -16 -0.7%
SCG
705
Sonata Capital Group
Washington
$385K
LWM
706
LongView Wealth Management
Georgia
$384K +$73.6K +450 +23%
HIC
707
Holderness Investments Company
North Carolina
$384K
BFG
708
Beacon Financial Group
Texas
$380K
BAMG
709
Brand Asset Management Group
Missouri
$375K +$381K +2,333 New
FLPIM
710
F.L. Putnam Investment Management
Massachusetts
$374K -$2.29K -14 -0.6%
KA
711
Klingman & Associates
New York
$372K
MAS
712
Meeder Advisory Services
Ohio
$371K +$140K +854 +59%
AIC
713
Archer Investment Corporation
Indiana
$369K -$3.27K -20 -0.9%
STA
714
Smith Thornton Advisors
Alabama
$369K
PTC
715
Private Trust Company
Ohio
$364K -$54.9K -336 -13%
BIM
716
Bridges Investment Management
Nebraska
$363K +$13.6K +83 +4%
RRA
717
Round Rock Advisors
Connecticut
$362K
CCM
718
Coldstream Capital Management
Washington
$358K -$76.5K -468 -17%
SFG
719
Snider Financial Group
Washington
$358K -$134K -817 -27%
HSBC Holdings
720
HSBC Holdings
United Kingdom
$357K -$90.9K -556 -20%
FPCG
721
Forum Private Client Group
Indiana
$356K -$1.31K -8 -0.4%
FSBI
722
Fearless Solutions (Best Invest)
Texas
$356K -$16.3K -100 -4%
SC
723
Sierra Capital
Florida
$355K +$490 +3 +0.1%
LWP
724
LMG Wealth Partners
Louisiana
$353K +$2.45K +15 +0.7%
NC
725
North Capital
Utah
$352K +$359K +2,195 New