We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$1.52M +$215K +2,428 +15%
William Blair & Company
102
William Blair & Company
Illinois
$1.5M -$149K -1,675 -9%
NPC
103
National Planning Corporation
California
$1.46M +$50.6K +570 +4%
SFG
104
Sage Financial Group
Pennsylvania
$1.45M +$511K +5,761 +49%
AF
105
Allworth Financial
California
$1.42M
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$1.41M +$1.3M +14,625 +624%
EWM
107
Elite Wealth Management
Washington
$1.39M -$196K -2,212 -12%
FAAS
108
First Allied Advisory Services
California
$1.33M -$38K -429 -3%
DC
109
Davenport & Co
Virginia
$1.3M -$19.1K -215 -1%
MWM
110
Merriman Wealth Management
Washington
$1.22M +$1.3M +14,606 New
CS
111
Credit Suisse
Switzerland
$1.19M +$172K +1,943 +16%
VFA
112
Voya Financial Advisors
Connecticut
$1.13M +$142K +1,606 +13%
FPIS
113
Financial Planning & Information Services
Wisconsin
$1.01M +$518K +5,844 +92%
RBC
114
Ronald Blue & Co
Georgia
$984K
ST
115
Smithfield Trust
Pennsylvania
$933K +$35.3K +398 +4%
FIM
116
Freedom Investment Management
Connecticut
$894K -$607K -6,846 -29%
BP
117
Ballentine Partners
Massachusetts
$893K
RIA
118
Regal Investment Advisors
Michigan
$879K +$393K +4,427 +72%
KFA
119
Kays Financial Advisory
Georgia
$871K
NAMP
120
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$866K
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$846K -$29.9K -337 -3%
MA
122
MUFG Americas
New York
$844K +$297K +3,347 +49%
SPC
123
Sigma Planning Corp
Michigan
$831K -$101K -1,144 -10%
KL
124
KWMG LLC
Kansas
$814K +$449K +5,066 +107%
DADC
125
D.A. Davidson & Co
Montana
$804K +$173K +1,951 +25%