We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
726
North Capital
Utah
$352K +$359K +2,195 New
HI
727
Horizon Investments
North Carolina
$352K +$42.2K +258 +13%
LTL
728
Lowery Thomas LLC
California
$352K -$15.4K -94 -4%
WWM
729
Western Wealth Management
Colorado
$351K +$55.1K +337 +18%
FIC
730
Family Investment Center
Missouri
$347K -$7.19K -44 -2%
VFA
731
Valeo Financial Advisors
Indiana
$345K +$352K +2,151 New
CAMG
732
CWA Asset Management Group
Florida
$345K -$5.23K -32 -1%
ITB
733
Idaho Trust Bank
Idaho
$345K – – –
MA
734
Marquette Associates
Illinois
$345K +$214K +1,306 +155%
DWP
735
Destiny Wealth Partners
Florida
$343K – – –
MFG
736
Mosaic Financial Group
Illinois
$342K -$40.9K -250 -11%
UAG
737
United Advisor Group
Ohio
$341K -$82.1K -502 -19%
BCG
738
Breakwater Capital Group
New Jersey
$341K +$7.52K +46 +2%
RPCA
739
Running Point Capital Advisors
California
$340K – – –
CMMS
740
Comprehensive Money Management Services
Florida
$340K – – –
ATI
741
ARK & TLK Investments
Oklahoma
$339K -$163 -1 -0%
WPP
742
Whalerock Point Partners
Rhode Island
$337K – – –
IDA
743
Intelligence Driven Advisers
California
$336K -$7.19K -44 -2%
HIA
744
HTG Investment Advisors
Connecticut
$335K – – –
BF
745
Brooklyn FI
New York
$335K – – –
EFG
746
Embree Financial Group
Illinois
$334K -$817 -5 -0.2%
DWT
747
Dorsey & Whitney Trust
South Dakota
$331K – – –
GSWM
748
Golden State Wealth Management
California
$331K -$11.1K -68 -3%
EW
749
Evoke Wealth
California
$330K +$336K +2,054 New
NF
750
Nikulski Financial
Iowa
$329K -$12.3K -75 -4%
28 29
30
31 32