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
BW
801
BIP Wealth
Georgia
$295K -$105K -663 -27%
PWAM
802
Private Wealth Asset Management
Iowa
$295K +$24.4K +154 +9%
SW
803
SkyOak Wealth
Michigan
$294K – – –
GFWA
804
Grey Fox Wealth Advisors
Delaware
$292K -$15.8K -100 -5%
EFG
805
Ethos Financial Group
Pennsylvania
$292K +$279K +1,764 New
NDSI
806
Newman Dignan & Sheerar Inc
Rhode Island
$291K – – –
RPGK
807
Retirement Planning Group (Kansas)
Kansas
$288K -$317 -2 -0.1%
AWM
808
Ameliora Wealth Management
Switzerland
$288K – – –
OCM
809
Orleans Capital Management
Louisiana
$286K +$276K +1,742 New
QWM
810
Quadcap Wealth Management
Texas
$280K +$950 +6 +0.4%
LFA
811
Legacy Financial Advisors
Kentucky
$280K +$33.3K +210 +14%
GSWM
812
Golden State Wealth Management
California
$279K -$57K -360 -17%
RWM
813
Revisor Wealth Management
Ohio
$279K +$5.54K +35 +2%
SA
814
Sovran Advisors
California
$279K -$15K -95 -5%
OFI
815
Outbound Financial Inc
Colorado
$276K +$266K +1,678 New
OFS
816
OneAscent Financial Services
Alabama
$273K -$217K -1,372 -45%
VVP
817
Venture Visionary Partners
Ohio
$273K – – –
CFO
818
Colony Family Offices
North Carolina
$271K – – –
WP
819
Wealthspan Partners
Iowa
$271K -$47.3K -299 -15%
PCM
820
Prospera Capital Management
Arizona
$270K – – –
LSA
821
Lion Street Advisors
Texas
$269K +$633 +4 +0.2%
OAS
822
Optivise Advisory Services
Tennessee
$269K -$12.3K -78 -5%
MA
823
Marquette Associates
Illinois
$269K -$81.7K -516 -24%
CFP
824
Comprehensive Financial Planning
Pennsylvania
$266K +$158 +1 +0.1%
FFL
825
Financial Freedom LLC
Ohio
$264K – – –
31 32
33
34 35