We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
226
Financial Engines Advisors
California
$24.7M +$6.27M +45,533 +35%
National Bank of Canada
227
National Bank of Canada
Quebec, Canada
$24.6M +$8.47M +61,507 +54%
SC
228
Sepio Capital
Utah
$24.4M -$13.4M -97,236 -36%
CWA
229
Cornerstone Wealth Advisors
Minnesota
$24.2M -$39K -283 -0.2%
MWM
230
MTC Wealth Management
Florida
$24.1M -$426K -3,092 -2%
GVAG
231
Great Valley Advisor Group
Delaware
$23.8M -$125K -909 -0.5%
HP
232
Hilltop Partners
Indiana
$23.8M +$23.4M +169,610 New
WA
233
Wealth Architects
California
$23.6M -$403K -2,923 -2%
MFWP
234
Mosaic Family Wealth Partners
Missouri
$23.2M +$22.7M +165,110 New
M&T Bank
235
M&T Bank
New York
$23M -$1.23M -8,944 -5%
CSWM
236
Cassady Schiller Wealth Management
Ohio
$22.8M +$1.27M +9,234 +6%
RIA
237
Retirement Investment Advisors
Oklahoma
$22.7M +$22.3M +161,766 New
TFA
238
Trinity Financial Advisors
Ohio
$22M +$94.6K +687 +0.4%
QIM
239
Quest Investment Management
Oregon
$21.9M -$1.24M -8,968 -5%
WFA
240
Wellspring Financial Advisors
Ohio
$21.9M +$65.7K +477 +0%
SWP
241
Stratos Wealth Partners
Ohio
$21.8M -$746K -5,417 -3%
AFG
242
AFS Financial Group
Maryland
$21.7M +$21.3M +154,522 New
DC
243
Davenport & Co
Virginia
$21.7M +$1.21M +8,781 +6%
SC
244
Stephens Consulting
Michigan
$21.6M +$5.19M +37,654 +32%
MCM
245
Manchester Capital Management
Vermont
$21.6M +$9.95M +72,264 +88%
Brown Advisory
246
Brown Advisory
Maryland
$21.5M +$757K +5,497 +4%
FVWA
247
Foster Victor Wealth Advisors
South Carolina
$21.5M -$818K -5,936 -4%
CC
248
Courier Capital
New York
$21.4M +$16.1K +117 +0.1%
AA
249
Aire Advisors
California
$21.4M +$1.46M +10,626 +8%
WAAG
250
Wealth Alliance Advisory Group
Kansas
$21.3M +$719K +5,218 +4%