We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EK
76
Evensky & Katz
Florida
$16.7M -$328K -2,228 -2%
AF
77
Allworth Financial
California
$16.7M +$4.51M +30,655 +38%
SWM
78
Shakespeare Wealth Management
Wisconsin
$16.6M +$319K +2,168 +2%
HighTower Advisors
79
HighTower Advisors
Illinois
$16.2M +$6.69M +45,457 +72%
TWP
80
Total Wealth Planning
Ohio
$16.2M +$8.8M +59,862 +124%
LNB
81
Ledyard National Bank
$15.9M +$295K +2,008 +2%
PGFC
82
Peapack-Gladstone Financial Corp
New Jersey
$15.3M +$4.98M +33,879 +49%
SFG
83
Sage Financial Group
Pennsylvania
$15.3M -$225K -1,527 -1%
CAP
84
Columbia Advisory Partners
Washington
$15.2M -$31K -211 -0.2%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$15.2M +$1.69M +11,509 +13%
WIA
86
World Investment Advisors
California
$15.1M -$549K -3,733 -4%
AA
87
ALPS Advisors
Colorado
$15.1M +$14.9M +101,025 New
MD
88
Money Design
Japan
$14.7M +$5.12M +34,845 +55%
NA
89
NewEdge Advisors
Louisiana
$14.6M +$1.7M +11,550 +13%
EWP
90
Engrave Wealth Partners
Texas
$14.5M +$14.3M +96,971 New
EI
91
Ellevest Inc
New York
$14.4M +$542K +3,682 +4%
BPA
92
Beacon Pointe Advisors
California
$14.2M +$3.18M +21,591 +30%
LIM
93
Leavell Investment Management
Alabama
$14M +$1.16M +7,854 +9%
JP Morgan Chase
94
JP Morgan Chase
New York
$13.7M +$716K +4,868 +6%
WAM
95
WNY Asset Management
New York
$13.7M -$1.99M -13,500 -13%
RWG
96
Ratio Wealth Group
Colorado
$13.4M -$2.88M -19,569 -18%
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$13.1M +$1.06M +7,188 +9%
PCFFS
98
Pacific Center for Financial Services
California
$12.9M +$12.7M +86,280 +151,368%
FSA
99
Financial Sense Advisors
California
$12.9M +$12.7M +86,337 New
SFG
100
SNS Financial Group
Minnesota
$12.6M -$149K -1,013 -1%