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
SAM
901
Silvercrest Asset Management
New York
$273K +$5.6K +32 +2%
BFA
902
Brown Financial Advisory
Alabama
$271K +$11.2K +64 +4%
FWMP
903
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$270K – – –
QWM
904
Quaker Wealth Management
New Jersey
$268K +$1.57K +9 +0.6%
CT
905
Caldwell Trust
Florida
$268K +$6.48K +37 +3%
CIM
906
Cambria Investment Management
California
$267K +$264K +1,508 New
PIN
907
Prudent Investors Network
California
$267K +$16.3K +93 +7%
OA
908
Operose Advisors
Wisconsin
$267K +$12.6K +72 +5%
CPW
909
Cove Private Wealth
New York
$266K -$683K -3,905 -72%
IWM
910
Integris Wealth Management
California
$266K – – –
PP
911
Patten & Patten
Tennessee
$266K – – –
WP
912
Wealthspan Partners
Iowa
$265K -$26.8K -153 -9%
RRA
913
Round Rock Advisors
Connecticut
$265K – – –
DW
914
Dodds Wealth
Colorado
$264K – – –
OAS
915
Optivise Advisory Services
Tennessee
$264K -$24.2K -138 -8%
JWM
916
JPL Wealth Management
Colorado
$264K – – –
PFWA
917
Paces Ferry Wealth Advisors
Georgia
$262K +$15.8K +90 +6%
SIM
918
Synergy Investment Management
Florida
$261K +$50.8K +290 +25%
TCM
919
TruNorth Capital Management
Michigan
$261K – – –
OFS
920
Opus Financial Solutions
Illinois
$261K +$257K +1,469 New
TF
921
Theory Financial
Colorado
$260K – – –
CSB
922
City State Bank
Iowa
$260K – – –
CT
923
Coastline Trust
Rhode Island
$259K – – –
CA
924
CoreCap Advisors
Michigan
$259K +$19.6K +112 +8%
CFO
925
Colony Family Offices
North Carolina
$259K – – –
35 36
37
38 39