We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$3.41M +$249K +2,274 +8%
CG
127
Caprock Group
Idaho
$3.4M -$62.7K -573 -2%
Mariner
128
Mariner
Kansas
$3.34M +$573K +5,229 +21%
NNP
129
Nachman Norwood & Parrott
South Carolina
$3.28M +$8.76K +80 +0.3%
SB
130
Simmons Bank
Arkansas
$3.17M +$9.09K +83 +0.3%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$3.09M -$48.2K -440 -15%
APA
132
American Portfolios Advisors
New York
$3.08M +$24.2K +221 +0.8%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$3.06M – – –
WFM
134
Wolff Financial Management
Michigan
$3.05M +$591K +5,401 +25%
SFM
135
Signet Financial Management
New Jersey
$3.03M -$73.9K -675 -2%
WLIM
136
White Lighthouse Investment Management
Massachusetts
$3.03M +$153K +1,399 +5%
IAA
137
Ironsides Asset Advisors
North Carolina
$3M – – –
DADC
138
D.A. Davidson & Co
Montana
$2.97M +$82.9K +757 +3%
UOTTAIMCU
139
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.95M +$84K +767 +3%
LC
140
Lubar & Co
Wisconsin
$2.94M – – –
SS
141
Simplicity Solutions
Minnesota
$2.93M +$1.91M +17,444 +196%
APP
142
Avantax Planning Partners
Iowa
$2.86M -$191K -1,747 -6%
LFS
143
Lutz Financial Services
Nebraska
$2.77M +$91.2K +833 +3%
RIA
144
Regal Investment Advisors
Michigan
$2.73M +$105K +962 +4%
FTS
145
Fifth Third Securities
Ohio
$2.7M +$2.64M +24,097 New
WIC
146
Whitegate Investment Counselors
New Hampshire
$2.66M -$40.6K -371 -2%
MFG
147
Magnus Financial Group
New York
$2.57M +$270K +2,466 +12%
MAFM
148
Mid Atlantic Financial Management
Pennsylvania
$2.57M +$63.9K +584 +3%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$2.52M +$133K +1,213 +6%
CI
150
CX Institutional
Indiana
$2.5M +$282K +2,572 +13%