We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPIS
51
Financial Planning & Information Services
Wisconsin
$6.37M +$1.06M +12,097 +20%
BFA
52
Bragg Financial Advisors
North Carolina
$6.33M +$238K +2,704 +4%
PAG
53
Private Advisor Group
New Jersey
$6.2M -$332K -3,780 -5%
FHA
54
First Horizon Advisors
Tennessee
$6.1M -$4.3M -48,835 -42%
RJA
55
Raymond James & Associates
Florida
$6.03M -$325K -3,698 -5%
BTS
56
BB&T Securities
Virginia
$5.83M -$662K -7,523 -10%
SS
57
Simplicity Solutions
Minnesota
$5.82M +$4.71M +53,553 +454%
JFA
58
JNBA Financial Advisors
Minnesota
$5.56M +$774K +8,801 +16%
CAM
59
Concorde Asset Management
Michigan
$5.48M +$4.82M +54,834 +817%
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$5.09M -$622K -7,067 -11%
Natixis Advisors
61
Natixis Advisors
Massachusetts
$4.86M +$1.14M +12,969 +31%
ECM
62
ETrade Capital Management
Virginia
$4.84M +$122K +1,382 +3%
JMPWA
63
JP Morgan Private Wealth Advisors
California
$4.82M +$2.18M +24,753 +84%
MPWT
64
MassMutual Private Wealth & Trust
Connecticut
$4.8M -$114K -1,293 -2%
AMG
65
Asset Management Group
Connecticut
$4.45M -$41.2K -468 -0.9%
RCAG
66
Rehmann Capital Advisory Group
Michigan
$4.14M -$25.4K -289 -0.6%
SB
67
Simmons Bank
Arkansas
$3.77M -$93.4K -1,062 -2%
WDL
68
Well Done LLC
Michigan
$3.67M -$932K -10,600 -20%
AG
69
Advisor Group
Arizona
$3.65M +$3.61M +41,046 New
SFI
70
SPC Financial Inc
Maryland
$3.63M -$246K -2,800 -6%
PMG
71
ProVise Management Group
Florida
$3.62M +$996K +11,321 +39%
JIC
72
JRM Investment Counsel
Nebraska
$3.6M +$556K +6,321 +19%
VWM
73
Vector Wealth Management
Minnesota
$3.54M +$58K +660 +2%
TYCC
74
Texas Yale Capital Corp
Florida
$3.51M +$792 +9 +0%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$3.44M -$81.1K -922 -2%