We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$613M -$21.2M -117,154 -3%
HighTower Advisors
27
HighTower Advisors
Illinois
$607M +$21.4M +118,239 +4%
MGIA
28
Moneta Group Investment Advisors
Missouri
$602M +$259M +1,428,525 +79%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$599M +$462M +2,550,844 +387%
Goldman Sachs
30
Goldman Sachs
New York
$546M +$7.96M +43,983 +2%
Citigroup
31
Citigroup
New York
$464M +$43.4M +239,518 +11%
MWM
32
Mission Wealth Management
California
$448M +$14.2M +78,556 +3%
Osaic Holdings
33
Osaic Holdings
Arizona
$442M +$42M +232,090 +11%
PPFA
34
Provida Pension Fund Administrator
Chile
$394M -$72.2M -398,770 -16%
CL
35
Choreo LLC
Illinois
$393M -$2.82M -15,575 -0.7%
CIAS
36
CBIZ Investment Advisory Services
Ohio
$387M +$3.57M +19,728 +1%
MWM
37
Modera Wealth Management
New Jersey
$317M +$9.29M +51,302 +3%
CCM
38
Coldstream Capital Management
Washington
$316M +$133M +733,387 +77%
RBA
39
Richard Bernstein Advisors
New York
$315M -$10M -55,308 -3%
Stifel Financial
40
Stifel Financial
Missouri
$295M +$5.86M +32,377 +2%
WPW
41
Waldron Private Wealth
Pennsylvania
$284M +$11.8M +65,048 +4%
Members Trust
42
Members Trust
Florida
$280M -$1.5M -8,305 -0.6%
FWI
43
Facet Wealth Inc
Maryland
$277M +$9.88M +54,550 +4%
LNC
44
Lincoln National Corp
Pennsylvania
$276M +$3.46M +19,087 +1%
BB
45
Bell Bank
North Dakota
$272M +$8.56M +47,255 +3%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$271M +$4.93M +27,250 +2%
AssetMark Inc
47
AssetMark Inc
California
$270M +$2.73M +15,078 +1%
UCFA
48
United Capital Financial Advisors
Texas
$265M +$5.54M +30,597 +2%
RIA
49
Retirement Investment Advisors
Oklahoma
$251M +$6.49M +35,824 +3%
MML Investors Services
50
MML Investors Services
Massachusetts
$240M -$2.56M -14,158 -1%