We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
201
Atria Investments
North Carolina
$6.69M +$93.1K +481 +1%
WETS
202
Wealth Enhancement Trust Services
South Dakota
$6.69M +$70.2K +363 +1%
FFA
203
Farther Finance Advisors
California
$6.68M +$634K +3,278 +11%
PWM
204
Perigon Wealth Management
California
$6.65M +$318K +1,644 +5%
MWM
205
Maltin Wealth Management
New Jersey
$6.65M +$178K +919 +3%
FWM
206
Forza Wealth Management
Florida
$6.55M +$162K +835 +3%
ARG
207
Advisory Resource Group
Oklahoma
$6.51M +$6.37M +32,922 New
FUBT
208
First United Bank & Trust
Maryland
$6.39M -$118K -609 -2%
JWCA
209
J.W. Cole Advisors
Florida
$6.39M +$6.26M +32,336 New
GPW
210
Genesis Private Wealth
Virginia
$6.39M +$203K +1,049 +3%
Thrivent Financial for Lutherans
211
Thrivent Financial for Lutherans
Minnesota
$6.38M -$33.5K -173 -0.5%
SCM
212
Sterling Capital Management
North Carolina
$6.27M +$57.1K +295 +0.9%
FWP
213
FAS Wealth Partners
Kansas
$6.21M -$189K -978 -3%
BDF
214
Black Diamond Financial
Maryland
$6.21M +$75.1K +388 +1%
NB
215
Nicolet Bankshares
Wisconsin
$6.11M +$654K +3,378 +12%
Goldman Sachs
216
Goldman Sachs
New York
$6.09M +$442K +2,284 +8%
HA
217
Hegarty Advisors
New York
$6.07M +$999K +5,166 +20%
CF
218
Conquis Financial
California
$6.02M +$12.8K +66 +0.2%
TMWM
219
Taylor & Morgan Wealth Management
Michigan
$6M -$137K -708 -2%
CAM
220
Cresset Asset Management
Illinois
$5.98M +$160K +827 +3%
MFG
221
Midwest Financial Group
Kansas
$5.95M +$244K +1,263 +4%
TAM
222
Tocqueville Asset Management
New York
$5.95M +$300K +1,551 +5%
UB
223
UMB Bank
Missouri
$5.94M -$203K -1,047 -3%
CHAM
224
Clear Harbor Asset Management
Connecticut
$5.91M +$229K +1,185 +4%
AF
225
Allworth Financial
California
$5.9M -$2.74M -14,160 -32%