We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
226
TRUE Private Wealth Advisors
Oregon
$3.58M +$981K +8,983 +39%
TIM
227
Tortoise Investment Management
New York
$3.56M +$144K +1,322 +4%
DWM
228
Destination Wealth Management
California
$3.51M -$149K -1,368 -4%
FHC
229
First Heartland Consultants
Missouri
$3.5M +$479K +4,386 +16%
LFG
230
LifePlan Financial Group
Ohio
$3.35M -$18.5K -169 -0.6%
BC
231
Burney Company
Virginia
$3.34M -$309K -2,830 -9%
KLI
232
Kelman-Lazarov Inc
Tennessee
$3.32M -$60.2K -551 -2%
ASN
233
Advisory Services Network
Georgia
$3.28M +$208K +1,900 +7%
KFGK
234
Keystone Financial Group (Kentucky)
Kentucky
$3.28M +$34.3K +314 +1%
RBA
235
Richard Bernstein Advisors
New York
$3.19M +$427K +3,909 +16%
BP
236
Ballentine Partners
Massachusetts
$3.13M -$46.4K -425 -1%
PA
237
Probity Advisors
Texas
$3.1M -$21.2K -194 -0.7%
WLIM
238
White Lighthouse Investment Management
Massachusetts
$3.1M -$10.9K -100 -0.4%
Janus Henderson Group
239
Janus Henderson Group
$3.09M +$1.02M +9,318 +50%
SWM
240
Segment Wealth Management
Texas
$3.06M -$23.3K -213 -0.8%
CB
241
Commerce Bank
Missouri
$3.02M +$21.8K +200 +0.7%
AB
242
Atlas Brown
Kentucky
$3.01M -$40.9K -374 -1%
TYCC
243
Texas Yale Capital Corp
Florida
$3M
Bessemer Group
244
Bessemer Group
New Jersey
$2.98M +$1.59M +14,514 +117%
SIAS
245
Shine Investment Advisory Services
Colorado
$2.95M -$10.9K -100 -0.4%
FUBT
246
First United Bank & Trust
Maryland
$2.9M +$676K +6,189 +31%
CAL
247
Capital Advisors Ltd
Ohio
$2.84M
HH
248
Hilltop Holdings
Texas
$2.84M +$2.55M +23,303 +1,004%
GBT
249
Grove Bank & Trust
Florida
$2.83M +$253K +2,313 +10%
SPC
250
Sigma Planning Corp
Michigan
$2.81M +$169K +1,545 +6%