We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
501
Woodward Financial Advisors
North Carolina
$10.9M +$2.1M +12,417 +25%
SIAM
502
Sterling Investment Advisors (Missouri)
Missouri
$10.8M +$35.4M +209,758 +362%
SWA
503
Safir Wealth Advisors
New Hampshire
$10.8M +$147K +870 +1%
Quotient Wealth Partners
504
Quotient Wealth Partners
Texas
$10.7M -$230K -1,364 -2%
Apollon Wealth Management
505
Apollon Wealth Management
South Carolina
$10.7M +$1.69M +9,977 +20%
IEQ Capital
506
IEQ Capital
California
$10.7M -$5.52M -32,668 -35%
KFGK
507
Keystone Financial Group (Kentucky)
Kentucky
$10.7M -$106K -628 -1%
MF
508
Manuka Financial
Virginia
$10.6M -$217K -1,284 -2%
VBWMG
509
Von Berge Wealth Management Group
California
$10.6M +$135K +798 +1%
PCM
510
Payne Capital Management
New York
$10.6M +$354K +2,095 +4%
CWM
511
Cranbrook Wealth Management
Michigan
$10.5M +$761K +4,506 +8%
AIS
512
American Investment Services
Massachusetts
$10.5M -$480K -2,843 -5%
Wilmington Savings Fund Society
513
Wilmington Savings Fund Society
Delaware
$10.4M +$1.54M +9,135 +18%
Capital Analysts LLC
514
Capital Analysts LLC
Pennsylvania
$10.4M +$251K +1,484 +3%
GSC
515
G&S Capital
Colorado
$10.4M -$92.1K -545 -0.9%
Axxcess Wealth Management
516
Axxcess Wealth Management
California
$10.4M +$6.46M +38,254 +185%
HC
517
Hurley Capital
New York
$10.4M +$832K +4,926 +9%
Huntington National Bank
518
Huntington National Bank
Ohio
$10.3M – – –
Wedbush Securities
519
Wedbush Securities
California
$10.3M +$110K +653 +1%
IWM
520
Inlight Wealth Management
Georgia
$10.3M +$866K +5,129 +10%
SCA
521
Snowden Capital Advisors
New York
$10.3M +$78.9K +467 +0.8%
HIA
522
HTG Investment Advisors
Connecticut
$10.3M +$546K +3,233 +6%
APG
523
Abacus Planning Group
South Carolina
$10.3M +$4.23M +25,045 +76%
KNFPWM
524
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$10.2M +$367K +2,172 +4%
BCM
525
BTC Capital Management
Iowa
$10.2M -$221K -1,306 -2%