We are live on ! Find out more
VOE icon

Vanguard Morningstar Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
201
Argentus Capital Management
Texas
$30K +$31.5K +355 New
WA
202
WFG Advisors
Texas
$29K -$6.65K -75 -18%
ACS
203
Archford Capital Strategies
Illinois
$29K +$30.5K +344 New
LIA
204
LS Investment Advisors
Michigan
$27K – – –
IWMPD
205
Integrated Wealth Management (Palm Desert)
California
$24K – – –
Legal & General Group
206
Legal & General Group
United Kingdom
$20K – – –
W
207
Wealthfront
California
$20K +$18.8K +212 +731%
RWM
208
Raffa Wealth Management
District of Columbia
$19.5K +$266 +3 +1%
MWP
209
MYCIO Wealth Partners
Pennsylvania
$16K +$266 +3 +2%
BCI
210
Brinker Capital Investments
Pennsylvania
$15K – – –
PSI
211
Pinnacle Summer Investments
Virginia
$15K +$15.9K +179 New
KCPG
212
Kavar Capital Partners Group
Kansas
$14K – – –
PG
213
Patten Group
Tennessee
$13.7K – – –
Bessemer Group
214
Bessemer Group
New Jersey
$12K – – –
KPCM
215
Kings Point Capital Management
New York
$11K – – –
PFBT
216
Parkside Financial Bank & Trust
Missouri
$10K +$10.6K +120 New
S
217
SignatureFD
Georgia
$8K – – –
BCM
218
Brookstone Capital Management
Illinois
$7K +$7.45K +84 New
CTB
219
Country Trust Bank
Illinois
$6K – – –
EWM
220
Evercore Wealth Management
New York
$6K – – –
QAM
221
QCI Asset Management
New York
$6K +$6.12K +69 New
CFA
222
Carroll Financial Associates
North Carolina
$3K -$3.55K -40 -52%
SEI Investments
223
SEI Investments
Pennsylvania
$1K +$1.51K +17 New
NFG
224
Noven Financial Group
Colorado
– -$14.4M -159,058 Closed
IFA
225
Interactive Financial Advisors
Illinois
– -$4.91M -54,222 Closed