We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NPC
151
National Planning Corporation
California
$757K -$1.14M -13,947 -62%
CAL
152
Capital Advisors Ltd
Ohio
$757K -$3.1K -38 -0.4%
DCM
153
Donaldson Capital Management
Indiana
$714K +$16.5K +202 +3%
SI
154
SII Investments
Wisconsin
$711K +$666K +8,168 New
BWM
155
Braver Wealth Management
Massachusetts
$695K +$651K +7,981 New
CAN
156
Cetera Advisor Networks
California
$690K +$92.9K +1,139 +17%
AIM
157
Acropolis Investment Management
Missouri
$656K +$1.79K +22 +0.3%
IH
158
IFC Holdings
Florida
$623K +$18.4K +226 +3%
NFG
159
Nations Financial Group
Iowa
$621K -$3.51K -43 -0.6%
FMII
160
Farmers & Merchants Investments Inc
Nebraska
$620K -$17.5K -215 -3%
BJL
161
Brighton Jones LLC
Washington
$601K +$563K +6,904 New
CA
162
Cetera Advisors
Colorado
$595K -$32.2K -395 -5%
BFEC
163
Benjamin F. Edwards & Company
Missouri
$587K +$98.2K +1,204 +22%
CAM
164
Concorde Asset Management
Michigan
$584K +$547K +6,709 New
BRWA
165
B. Riley Wealth Advisors
Florida
$581K +$22.3K +274 +4%
ATC
166
Argent Trust Co
Tennessee
$567K +$182K +2,236 +52%
AIA
167
AIMZ Investment Advisors
California
$559K -$1.39K -17 -0.3%
BBA
168
BLB&B Advisors
Pennsylvania
$541K -$139K -1,710 -22%
AC
169
Alexandria Capital
Virginia
$539K – – –
WPP
170
Whalerock Point Partners
Rhode Island
$516K -$19.2K -235 -4%
OC
171
Oppenheimer & Co
New York
$487K +$103K +1,261 +29%
WT
172
Whittier Trust
California
$480K – – –
V
173
Veritable
Delaware
$459K – – –
NCMW
174
Northern Capital Management (Wisconsin)
Wisconsin
$447K +$1.63K +20 +0.4%
US Bancorp
175
US Bancorp
Minnesota
$442K +$54.6K +669 +15%