We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
526
Kovack Advisors
Florida
$4.76M -$259K -1,833 -5%
JWA
527
JFS Wealth Advisors
Pennsylvania
$4.76M -$83.1K -589 -2%
Pinnacle Associates
528
Pinnacle Associates
New York
$4.68M +$827K +5,860 +20%
WEG
529
World Equity Group
Illinois
$4.68M +$239K +1,697 +5%
DB
530
Dravo Bay
Delaware
$4.63M +$360K +2,549 +8%
HIA
531
Harbor Investment Advisory
Maryland
$4.58M +$22.4K +159 +0.5%
Advisory Services Network
532
Advisory Services Network
Georgia
$4.58M +$307K +2,174 +7%
NG
533
Northstar Group
New York
$4.56M +$430K +3,048 +10%
CPA
534
Cardiff Park Advisors
California
$4.56M +$751K +5,324 +18%
ZF
535
Zhang Financial
Michigan
$4.53M +$807K +5,722 +20%
MSFS
536
Main Street Financial Solutions
Pennsylvania
$4.5M +$724K +5,133 +18%
E
537
ETFidea
New York
$4.47M +$689K +4,881 +17%
CGL
538
Clarius Group LLC
Washington
$4.44M +$90.8K +644 +2%
ES
539
Eagle Strategies
New York
$4.42M +$4.01M +28,435 +560%
Benjamin F. Edwards & Company
540
Benjamin F. Edwards & Company
Missouri
$4.41M +$453K +3,211 +11%
HHRDM
541
H&H Retirement Design & Management
Nevada
$4.4M -$587K -4,164 -12%
Scotia Capital
542
Scotia Capital
Ontario, Canada
$4.39M +$108K +766 +2%
Cambridge Associates
543
Cambridge Associates
Massachusetts
$4.38M +$4.69M +33,230 New
NEWAS
544
N.E.W. Advisory Services
Wisconsin
$4.38M -$1.56M -11,090 -25%
OPCM
545
Osborne Partners Capital Management
California
$4.35M -$990K -7,015 -18%
WIM
546
Warwick Investment Management
Texas
$4.31M +$70.1K +497 +2%
BWM
547
Benchmark Wealth Management
Connecticut
$4.25M -$180K -1,277 -4%
RW
548
REDW Wealth
New Mexico
$4.23M +$4.14M +29,322 +1,074%
BBNB
549
Baker Boyer National Bank
Washington
$4.22M +$382K +2,709 +9%
GCP
550
Gill Capital Partners
Colorado
$4.22M – – –