We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMG
101
Asset Management Group
Connecticut
$10.5M +$1M +7,080 +10%
SWM
102
Southern Wealth Management
Texas
$10.5M -$121K -855 -1%
Janney Montgomery Scott
103
Janney Montgomery Scott
Pennsylvania
$10.1M +$3.78M +26,753 +54%
CAN
104
Cetera Advisor Networks
California
$10M +$4.94M +34,917 +82%
AW
105
Avion Wealth
Texas
$9.66M +$1.62M +11,425 +18%
BF
106
BOK Financial
Oklahoma
$9.62M +$879K +6,213 +9%
CB
107
Commerce Bank
Missouri
$9.44M +$37.8K +267 +0.4%
LFS
108
Lutz Financial Services
Nebraska
$9.3M +$887K +6,272 +10%
EC
109
Estate Counselors
Wisconsin
$9.08M +$477K +3,370 +5%
SC
110
Sepio Capital
Utah
$9.04M +$3.84M +27,178 +64%
EDRIA
111
Edmonds Duncan Registered Investment Advisors
Kansas
$8.99M -$947K -6,696 -9%
MCM
112
MAI Capital Management
Ohio
$8.78M +$91.8K +649 +1%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$8.64M -$2.26M -15,958 -19%
CPIG
114
Chicago Partners Investment Group
Illinois
$8.62M +$127K +898 +1%
AA
115
Alesco Advisors
New York
$8.53M -$127K -899 -1%
PP
116
Prosperity Planning
Missouri
$8.46M
CWAG
117
Compton Wealth Advisory Group
Virginia
$8.42M +$2.48M +17,530 +37%
CWM
118
Cranbrook Wealth Management
Michigan
$8.18M -$208K -1,467 -2%
DC
119
Davenport & Co
Virginia
$8.02M -$76.4K -540 -0.9%
BSB
120
Bangor Savings Bank
Maine
$7.74M +$113K +796 +1%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$7.73M +$3.95M +27,912 +90%
OWA
122
Octavia Wealth Advisors
Ohio
$7.71M +$163K +1,149 +2%
Northern Trust
123
Northern Trust
Illinois
$7.67M +$1.43M +10,075 +20%
DWA
124
Dougherty Wealth Advisers
Minnesota
$7.65M +$110K +779 +1%
HCMT
125
Highland Capital Management (Tennessee)
Tennessee
$7.52M -$62.8K -444 -0.8%