We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$1.59M +$68.6K +793 +4%
Creative Planning
77
Creative Planning
Kansas
$1.53M +$255K +2,950 +20%
PI
78
Placemark Investments
Illinois
$1.52M +$31.4K +363 +2%
KFS
79
KMS Financial Services
Washington
$1.52M -$9.77K -113 -0.6%
HCMT
80
Highland Capital Management (Tennessee)
Tennessee
$1.51M +$35.1K +406 +2%
TYCC
81
Texas Yale Capital Corp
Florida
$1.38M
FAAS
82
First Allied Advisory Services
California
$1.38M +$159K +1,844 +13%
William Blair & Company
83
William Blair & Company
Illinois
$1.36M +$16.2K +187 +1%
Northern Trust
84
Northern Trust
Illinois
$1.31M +$410K +4,743 +44%
SB
85
Suntrust Banks
Georgia
$1.31M -$815K -9,418 -38%
PMG
86
ProVise Management Group
Florida
$1.28M +$74.8K +865 +6%
CA
87
Cetera Advisors
Colorado
$1.26M -$280K -3,243 -18%
CAN
88
Cetera Advisor Networks
California
$1.17M +$29.8K +345 +3%
CG
89
Colony Group
Massachusetts
$1.12M +$195K +2,258 +21%
NPC
90
National Planning Corporation
California
$1.11M +$45.1K +522 +4%
RBC
91
Ronald Blue & Co
Georgia
$1M +$34.8K +402 +4%
MFS
92
MSI Financial Services
Massachusetts
$959K +$37.5K +433 +4%
ICOA
93
Investment Centers of America
North Dakota
$941K +$78.4K +906 +9%
BP
94
Ballentine Partners
Massachusetts
$911K
FHA
95
First Horizon Advisors
Tennessee
$896K +$255K +2,951 +39%
KFA
96
Kays Financial Advisory
Georgia
$889K
ST
97
Smithfield Trust
Pennsylvania
$846K +$61.4K +710 +8%
HighTower Advisors
98
HighTower Advisors
Illinois
$841K +$41.4K +479 +5%
NAMP
99
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$836K
V
100
Veritable
Delaware
$822K