We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
Brickley Wealth Management
California
$10.7M -$428K -3,806 -4%
RJA
52
Raymond James & Associates
Florida
$10.5M +$931K +8,280 +9%
LNC
53
Lincoln National Corp
Pennsylvania
$10.3M -$12.5M -110,849 -54%
SCA
54
Spearhead Capital Advisors
Florida
$10.2M +$1.9M +16,899 +22%
RRC
55
Relaxing Retirement Coach
Massachusetts
$10.2M +$1.4M +12,458 +15%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$10.2M +$234K +2,080 +2%
CWM
57
Cranbrook Wealth Management
Michigan
$10M -$238K -2,119 -2%
GWA
58
Guidant Wealth Advisors
Illinois
$9.96M +$286K +2,541 +3%
BFA
59
Bragg Financial Advisors
North Carolina
$9.84M +$300K +2,670 +3%
BTS
60
BB&T Securities
Virginia
$9.83M +$744K +6,616 +8%
BIA
61
BHK Investment Advisors
Alabama
$9.66M +$576K +5,122 +6%
LNB
62
Ledyard National Bank
$9.6M -$193K -1,716 -2%
PCG
63
Private Capital Group
Connecticut
$9.56M +$772K +6,867 +9%
SP
64
Symmetry Partners
Connecticut
$9.54M +$896K +7,967 +10%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$9.5M +$869K +7,727 +10%
MA
66
MUFG Americas
New York
$9M +$298K +2,654 +3%
PI
67
PHH Investments
Texas
$8.57M -$3.33M -29,583 -27%
A
68
AdvicePeriod
California
$8.38M +$2.66M +23,644 +45%
SWM
69
Shakespeare Wealth Management
Wisconsin
$8.22M +$381K +3,390 +5%
AG
70
Advisor Group
Arizona
$7.96M -$1.65M -14,628 -17%
KL
71
KWMG LLC
Kansas
$7.53M +$427K +3,798 +6%
WF
72
WoodTrust Financial
Wisconsin
$7.51M +$223K +1,981 +3%
SFG
73
SNS Financial Group
Minnesota
$7.38M +$877K +7,797 +13%
DC
74
Derby & Company
Massachusetts
$7.33M +$513K +4,563 +7%
Jane Street
75
Jane Street
New York
$7.3M +$2.17M +19,277 +41%