We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
801
Anchor Capital Advisors
Massachusetts
$274K -$1.51M -9,222 -84%
CA
802
CoreCap Advisors
Michigan
$274K +$84.4K +516 +43%
RFA
803
Resurgent Financial Advisors
Georgia
$274K +$1.14K +7 +0.4%
QWM
804
Quadcap Wealth Management
Texas
$273K +$654 +4 +0.2%
CM
805
Cornerstone Management
Georgia
$273K – – –
VA
806
Valmark Advisers
Ohio
$270K -$105K -642 -28%
FPGK
807
Financial Partners Group (Kansas)
Kansas
$269K -$37.8K -231 -12%
SA
808
Sovran Advisors
California
$268K -$17.5K -107 -6%
Fuller & Thaler Asset Management
809
Fuller & Thaler Asset Management
California
$267K -$338K -2,065 -55%
VVP
810
Venture Visionary Partners
Ohio
$266K +$1.8K +11 +0.7%
IIA
811
Integral Investment Advisors
California
$265K +$270K +1,652 New
CRC
812
Curi RMB Capital
Illinois
$264K +$57.4K +351 +27%
CFO
813
Colony Family Offices
North Carolina
$263K – – –
PWAM
814
Private Wealth Asset Management
Iowa
$263K +$268K +1,639 New
LSA
815
Lion Street Advisors
Texas
$262K +$14.1K +86 +6%
PCM
816
Prospera Capital Management
Arizona
$262K +$267K +1,631 New
RWM
817
Revisor Wealth Management
Ohio
$261K +$266K +1,624 New
CFP
818
Comprehensive Financial Planning
Pennsylvania
$259K +$1.31K +8 +0.5%
FAIM
819
Financial Advocates Investment Management
Washington
$259K -$1.08M -6,615 -80%
PAW
820
Plan A Wealth
Nebraska
$259K -$134K -821 -34%
CCA
821
Clarity Capital Advisors
Florida
$258K +$19K +116 +8%
FFL
822
Financial Freedom LLC
Ohio
$257K +$654 +4 +0.3%
FWMP
823
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$256K – – –
BPFA
824
Barnes Pettey Financial Advisors
Mississippi
$255K +$1.31K +8 +0.5%
PVI
825
Pine Valley Investments
New Jersey
$255K +$327 +2 +0.1%