We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
701
Clarity Capital Advisors
Florida
$429K +$11.7K +69 +3%
BOM
702
Bank of Marin
California
$429K -$9.19K -54 -2%
GOCP
703
Great Oak Capital Partners
Massachusetts
$429K +$418K +2,456 New
WLPWM
704
Walled Lake Planning & Wealth Management
Illinois
$427K -$9.7K -57 -2%
NB
705
Northwest Bancshares
Pennsylvania
$425K -$23.5K -138 -5%
BlackRock
706
BlackRock
New York
$425K +$254K +1,492 +158%
PMFA
707
Plante Moran Financial Advisors
Michigan
$425K -$851 -5 -0.2%
AFG
708
Altiora Financial Group
Ohio
$423K
TWP
709
Tyche Wealth Partners
Texas
$422K
LSPW
710
Lake Street Private Wealth
Illinois
$422K +$170 +1 +0%
B
711
Bailard
California
$421K
SCG
712
Sonata Capital Group
Washington
$419K -$10K -59 -2%
BFA
713
Beaumont Financial Advisors
Massachusetts
$418K -$5.45K -32 -1%
BI
714
Beckerman Institutional
New Jersey
$417K +$340 +2 +0.1%
CIA
715
Compass Ion Advisors
Pennsylvania
$416K +$681 +4 +0.2%
BFG
716
Beacon Financial Group
Texas
$414K
FWI
717
Facet Wealth Inc
Maryland
$409K +$10K +59 +3%
PWM
718
Paulson Wealth Management
Illinois
$408K -$27.4K -161 -6%
LWM
719
LongView Wealth Management
Georgia
$406K +$13.8K +81 +4%
AIC
720
Archer Investment Corporation
Indiana
$405K
STA
721
Smith Thornton Advisors
Alabama
$401K
HIC
722
Holderness Investments Company
North Carolina
$400K +$170 +1 +0%
Fuller & Thaler Asset Management
723
Fuller & Thaler Asset Management
California
$398K -$12.6K -74 -3%
OA
724
Oxbow Advisors
Texas
$396K -$40.5K -238 -9%
DE
725
Diversified Enterprises
Delaware
$396K