We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KTC
276
Kistler-Tiffany Companies
Pennsylvania
$517K
JIC
277
Johnson Investment Counsel
Ohio
$516K +$27K +345 +6%
NFG
278
Nations Financial Group
Iowa
$510K
LMGAM
279
Liberty Mutual Group Asset Management
Massachusetts
$510K +$485K +6,190 New
BFA
280
Bragg Financial Advisors
North Carolina
$503K +$38.4K +490 +9%
LNWWM
281
Laird Norton Wetherby Wealth Management
California
$498K
PFM
282
Parsec Financial Management
North Carolina
$495K +$51.7K +660 +12%
TC
283
Trust Company
Kansas
$495K +$472K +6,014 New
CWM
284
Concert Wealth Management
California
$484K +$43.7K +558 +11%
GP
285
Girard Partners
Pennsylvania
$478K +$210K +2,675 +86%
BCM
286
Becker Capital Management
Oregon
$473K
CFA
287
CT Financial Advisors
Pennsylvania
$472K +$392 +5 +0.1%
EWM
288
Evercore Wealth Management
New York
$464K
IWA
289
Inspirion Wealth Advisors
Illinois
$457K +$235 +3 +0.1%
CS
290
Comerica Securities
Michigan
$456K +$434K +5,535 New
RFC
291
Regions Financial Corp
Alabama
$453K +$13.7K +175 +3%
HB
292
Homrich & Berg
Georgia
$452K +$2.82K +36 +0.7%
AC
293
Alexandria Capital
Virginia
$432K +$131K +1,665 +46%
JP Morgan Chase
294
JP Morgan Chase
New York
$429K -$5.02K -64 -1%
DY
295
Dowling & Yahnke
California
$428K +$20.5K +262 +5%
DT
296
Diversified Trust
Tennessee
$425K +$404K +5,157 New
EFS
297
Edelman Financial Services
Virginia
$421K -$1.8K -23 -0.4%
BFIM
298
Beese Fulmer Investment Management
Ohio
$413K -$11.8K -150 -3%
GS
299
Girard Securities
California
$413K +$96.2K +1,227 +32%
TWA
300
TCI Wealth Advisors
Arizona
$408K