We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FOFP
226
Fee-Only Financial Planning
South Carolina
$28.7M -$385K -2,411 -1%
GRA
227
Golden Road Advisors
Florida
$28.7M -$1.25M -7,821 -4%
MAM
228
Mainsail Asset Management
Alabama
$28.7M +$139K +867 +0.5%
JCM
229
Jacobsen Capital Management
Utah
$28.6M -$38.8K -243 -0.1%
CWA
230
Cornerstone Wealth Advisors
Minnesota
$28.6M +$282K +1,764 +1%
PRWA
231
Platte River Wealth Advisors
Colorado
$28.6M -$415K -2,595 -1%
PCA
232
Prosperity Capital Advisors
Ohio
$28.5M +$4.31M +26,974 +18%
Brown Advisory
233
Brown Advisory
Maryland
$28.2M +$2.29M +14,337 +9%
MFG
234
Merit Financial Group
Georgia
$27.9M +$61.9K +387 +0.2%
AWM
235
Angeles Wealth Management
California
$27.9M -$1.73M -10,850 -6%
CFD
236
Creative Financial Designs
Indiana
$27.6M +$378K +2,367 +1%
MWM
237
MTC Wealth Management
Florida
$27.5M -$864K -5,404 -3%
SIM
238
Studio Investment Management
Illinois
$27M +$142K +891 +0.5%
KCM
239
Kaye Capital Management
California
$26.9M +$421K +2,632 +2%
BSW
240
Buckingham Strategic Wealth
Missouri
$26.7M -$2.26M -14,162 -8%
DWA
241
Dougherty Wealth Advisers
Minnesota
$26.6M -$322K -2,012 -1%
FAT
242
First American Trust
California
$26.6M +$7.12M +44,541 +37%
WIM
243
Warwick Investment Management
Texas
$26.5M +$244K +1,528 +0.9%
FCA
244
FLC Capital Advisors
California
$26.4M -$204K -1,278 -0.8%
HHWM
245
Hiley Hunt Wealth Management
Nebraska
$26.3M -$110K -686 -0.4%
PCMC
246
Private Capital Management (Colorado)
Colorado
$26.3M +$880K +5,505 +3%
OFP
247
OLIO Financial Planning
Virginia
$26.3M -$55.9K -350 -0.2%
SIC
248
Sigma Investment Counselors
Michigan
$26.2M +$811K +5,073 +3%
MFWP
249
Mosaic Family Wealth Partners
Missouri
$26.2M +$358K +2,242 +1%
MCM
250
MAI Capital Management
Ohio
$26M +$337K +2,111 +1%