We are live on ! Find out more
VOT icon

Vanguard Morningstar Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
526
Bradley Foster & Sargent
Connecticut
$303K – – –
VPP
527
Vertex Planning Partners
Illinois
$300K +$24.9K +130 +9%
JGIA
528
Jackson Grant Investment Advisers
Connecticut
$294K -$5.55K -29 -2%
DWMG
529
DB Wealth Management Group
California
$293K -$55.3K -289 -16%
PBF
530
Petix & Botte Financial
California
$292K +$287K +1,499 New
AIM
531
Anchor Investment Management
South Carolina
$292K – – –
EA
532
Evolution Advisers
Virginia
$291K – – –
PIFP
533
Partners in Financial Planning
Virginia
$290K +$383 +2 +0.1%
VCA
534
Verdence Capital Advisors
Maryland
$283K +$32.7K +171 +13%
LSPW
535
Lake Street Private Wealth
Illinois
$283K – – –
Lido Advisors
536
Lido Advisors
California
$282K +$277K +1,446 New
RZH
537
Relyea Zuckerberg Hanson
Connecticut
$282K – – –
AF
538
Advisornet Financial
Minnesota
$278K +$3.45K +18 +1%
CPFP
539
Clear Perspectives Financial Planning
Ohio
$277K – – –
WFAG
540
Wescott Financial Advisory Group
Pennsylvania
$275K +$23.9K +125 +10%
PI
541
PFG Investments
New York
$275K +$270K +1,412 New
PIM
542
Penobscot Investment Management
Massachusetts
$273K +$191 +1 +0.1%
KWM
543
Kingsview Wealth Management
Oregon
$272K -$22K -115 -8%
PGFC
544
Peapack-Gladstone Financial Corp
New Jersey
$271K -$20.3K -106 -7%
NSAM
545
North Star Asset Management
Wisconsin
$270K -$16.3K -85 -6%
AWA
546
Arete Wealth Advisors
Illinois
$269K +$264K +1,380 New
WFA
547
Wells Financial Advisors
Massachusetts
$264K – – –
LFG
548
Larson Financial Group
Missouri
$264K -$31K -162 -11%
PA
549
Parkside Advisors
California
$263K – – –
ACM
550
Allred Capital Management
Texas
$263K +$383 +2 +0.1%