We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BP
51
Ballentine Partners
Massachusetts
$1.03M +$1.03M +14,965 New
BBA
52
BLB&B Advisors
Pennsylvania
$992K +$990K +14,441 New
Natixis Advisors
53
Natixis Advisors
Massachusetts
$971K +$970K +14,136 New
AIG
54
American International Group
New York
$957K +$955K +13,930 New
JMPWA
55
JP Morgan Private Wealth Advisors
California
$910K +$909K +13,256 New
IA
56
Ibbotson Associates
Illinois
$871K +$870K +12,680 New
Creative Planning
57
Creative Planning
Kansas
$845K +$844K +12,301 New
Citigroup
58
Citigroup
New York
$830K +$829K +12,085 New
RJFSA
59
Raymond James Financial Services Advisors
Florida
$815K +$814K +11,865 New
Ameriprise
60
Ameriprise
Minnesota
$742K +$721K +10,512 New
Northern Trust
61
Northern Trust
Illinois
$734K +$734K +10,696 New
NPC
62
National Planning Corporation
California
$722K +$724K +10,554 New
HCMT
63
Highland Capital Management (Tennessee)
Tennessee
$674K +$673K +9,812 New
ST
64
Smithfield Trust
Pennsylvania
$636K +$635K +9,255 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$602K +$599K +8,730 New
JFG
66
JMG Financial Group
Illinois
$573K +$572K +8,345 New
MFS
67
MSI Financial Services
Massachusetts
$551K +$551K +8,027 New
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$547K +$547K +7,969 New
FAAS
69
First Allied Advisory Services
California
$514K +$517K +7,538 New
Nomura Holdings
70
Nomura Holdings
Japan
$501K +$501K +7,300 New
FMII
71
Farmers & Merchants Investments Inc
Nebraska
$489K +$488K +7,114 New
FHC
72
First Horizon Corporation
Tennessee
$481K +$480K +7,000 New
V
73
Veritable
Delaware
$479K +$479K +6,980 New
CAN
74
Cetera Advisor Networks
California
$413K +$412K +6,005 New
SI
75
Stephens Inc
Arkansas
$410K +$410K +5,974 New