We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
51
Krilogy Financial
Missouri
$27M -$2.04M -15,219 -7%
EWA
52
ERTS Wealth Advisors
Michigan
$25.2M +$382K +2,848 +2%
PAG
53
Private Advisor Group
New Jersey
$25M +$8.39M +62,560 +34%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$24.8M +$1.48M +11,060 +6%
SI
55
Stephens Inc
Arkansas
$21.8M +$12.4M +92,431 +134%
FWP
56
Falcon Wealth Planning
California
$21.5M +$2.33M +17,386 +12%
ES
57
Eagle Strategies
New York
$21.4M +$21.2M +158,296 New
PWM
58
Praetorian Wealth Management
California
$21.4M +$1.12M +8,342 +6%
JP Morgan Chase
59
JP Morgan Chase
New York
$21M +$3.15M +23,498 +18%
KL
60
KWMG LLC
Kansas
$21M +$91.4K +681 +0.4%
Baird Financial Group
61
Baird Financial Group
Wisconsin
$20.6M +$3.25M +24,258 +19%
William Blair & Company
62
William Blair & Company
Illinois
$19.8M +$2.54M +18,920 +15%
BFA
63
Bragg Financial Advisors
North Carolina
$19.4M +$21.1K +157 +0.1%
CA
64
Capital Advantage
California
$19.3M +$1.05M +7,860 +6%
WF
65
WoodTrust Financial
Wisconsin
$19.2M -$135K -1,006 -0.7%
Prudential Financial
66
Prudential Financial
New Jersey
$18.8M -$95.8K -714 -0.5%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$17.9M -$44K -328 -0.2%
HighTower Advisors
68
HighTower Advisors
Illinois
$17.3M -$2.51M -18,745 -13%
KAS
69
Kestra Advisory Services
Texas
$17.1M -$812K -6,053 -5%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$16.8M +$186K +1,383 +1%
BIA
71
BHK Investment Advisors
Alabama
$16.4M -$3.74M -27,904 -19%
TWP
72
Total Wealth Planning
Ohio
$16.3M -$578K -4,308 -3%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$16.3M +$2.39M +17,831 +17%
Bank of New York Mellon
74
Bank of New York Mellon
New York
$16.1M +$9.49M +70,740 +145%
SWM
75
Shakespeare Wealth Management
Wisconsin
$15.9M +$888K +6,618 +6%