We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
151
Legacy Private Trust
Wisconsin
$210K +$214K +2,470 New
GA
152
Geneva Advisors
Illinois
$208K
MJRIC
153
Mogy Joel R Investment Counsel
California
$208K
RIA
154
Regal Investment Advisors
Michigan
$187K +$190K +2,199 New
GAM
155
Gemmer Asset Management
California
$149K
EFSCE
156
Enterprise Financial Services Corp (EFSC)
Missouri
$132K
WEC
157
Winslow Evans & Crocker
Massachusetts
$132K +$134K +1,550 New
FWM
158
Focused Wealth Management
New York
$93K +$5.97K +69 +7%
NSIM
159
North Star Investment Management
Illinois
$68K
WF
160
WealthTrust Fairport
Ohio
$68K
US Bancorp
161
US Bancorp
Minnesota
$67K
DSC
162
Duncker Streett & Co
Missouri
$48K
WCM
163
Wealthcare Capital Management
Virginia
$42K +$43.2K +500 New
WA
164
WFG Advisors
Texas
$37K
RWM
165
Raffa Wealth Management
District of Columbia
$36.3K -$11.8K -137 -24%
FBT
166
Founders Bank & Trust
Michigan
$36K
Legal & General Group
167
Legal & General Group
United Kingdom
$20K +$20.8K +240 New
LIA
168
LS Investment Advisors
Michigan
$15K
PSI
169
Pinnacle Summer Investments
Virginia
$15K
SFPM
170
Sensible Financial Planning & Management
Massachusetts
$15K +$15.1K +174 New
HCM
171
Horrell Capital Management
Arkansas
$13K
BCI
172
Brinker Capital Investments
Pennsylvania
$10K +$5.54K +64 +133%
BRWM
173
B. Riley Wealth Management
Tennessee
$9K
TCM
174
TD Capital Management
Tennessee
$8K -$7.96K -92 -49%
JFGIW
175
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K