We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWMNH
301
Arcadia Wealth Management (New Hampshire)
New Hampshire
$23.3M +$2.1M +12,406 +10%
First Horizon Advisors
302
First Horizon Advisors
Tennessee
$23.2M +$1.65M +9,778 +8%
Atomi Financial Group
303
Atomi Financial Group
New York
$23.2M -$954K -5,649 -4%
2L
304
25 LLC
Missouri
$23.1M +$625K +3,700 +3%
FTS
305
Fifth Third Securities
Ohio
$23.1M +$671K +3,971 +3%
Park Avenue Securities
306
Park Avenue Securities
New York
$23.1M +$1.91M +11,325 +9%
MA
307
Mutual Advisors
Nebraska
$22.8M +$228K +1,347 +1%
Savvy Advisors Inc
308
Savvy Advisors Inc
New York
$22.6M +$3.43M +20,335 +19%
Dynamic Advisor Solutions
309
Dynamic Advisor Solutions
Arizona
$22.5M +$1.76M +10,410 +9%
VC
310
Veery Capital
Delaware
$22.5M +$954K +5,650 +5%
Atria Wealth Solutions
311
Atria Wealth Solutions
New York
$22.4M -$58.6M -346,696 -73%
Global Retirement Partners
312
Global Retirement Partners
California
$22.4M +$21.4M +126,731 New
EA
313
Evolution Advisers
Virginia
$22.4M -$1.1M -6,501 -5%
Gotham Asset Management
314
Gotham Asset Management
New York
$22.4M +$5.35M +31,667 +33%
IPW
315
Impact Partnership Wealth
Georgia
$22.4M +$2.2M +13,008 +11%
Stratos Wealth Partners
316
Stratos Wealth Partners
Ohio
$22M +$2.43M +14,371 +13%
SouthState Corp
317
SouthState Corp
Florida
$21.9M -$4.91M -29,074 -19%
SCM
318
SOL Capital Management
Maryland
$21.9M +$2.98M +17,632 +17%
Chicago Partners Investment Group
319
Chicago Partners Investment Group
Illinois
$21.8M -$11.3K -67 -0.1%
ORL
320
Oak Root LLC
California
$21.7M +$6.08M +36,017 +42%
WAP
321
Wealthcare Advisory Partners
Pennsylvania
$21.5M -$2.42M -14,323 -11%
SPA
322
Shore Point Advisors
New Jersey
$21.5M +$450K +2,665 +2%
Meridian Wealth Management
323
Meridian Wealth Management
Kentucky
$21.3M +$628K +3,719 +3%
WLIM
324
White Lighthouse Investment Management
Massachusetts
$21.1M +$1.38M +8,189 +7%
DSA
325
Droms Strauss Advisors
Missouri
$21.1M -$378K -2,240 -2%