We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kingsview Wealth Management
601
Kingsview Wealth Management
Oregon
$5.88M +$723K +4,524 +14%
Beaumont Financial Advisors
602
Beaumont Financial Advisors
Massachusetts
$5.88M -$296K -1,853 -5%
Vantagepoint Investment Advisers
603
Vantagepoint Investment Advisers
District of Columbia
$5.82M – – –
McLean Asset Management
604
McLean Asset Management
Virginia
$5.8M -$12.1K -76 -0.2%
Stratos Wealth Advisors
605
Stratos Wealth Advisors
Ohio
$5.79M +$1.4M +8,779 +32%
CPWA
606
Cerro Pacific Wealth Advisors
California
$5.77M +$5.75M +35,983 New
FC
607
Family CFO
California
$5.77M -$211K -1,321 -4%
Savvy Advisors Inc
608
Savvy Advisors Inc
New York
$5.71M +$3.71M +23,189 +187%
OHWA
609
Oak Hill Wealth Advisors
Virginia
$5.69M +$5.67M +35,444 New
Atlas Capital Advisors
610
Atlas Capital Advisors
Wyoming
$5.67M -$382K -2,391 -6%
IHT Wealth Management
611
IHT Wealth Management
Illinois
$5.66M +$544K +3,403 +11%
Flagship Harbor Advisors
612
Flagship Harbor Advisors
Massachusetts
$5.59M +$88.7K +555 +2%
IIC
613
Integrated Investment Consultants
Michigan
$5.57M – – –
SFA
614
Semmax Financial Advisors
North Carolina
$5.56M +$284K +1,779 +6%
Perennial Investment Advisors
615
Perennial Investment Advisors
California
$5.53M +$391K +2,446 +8%
MPW
616
MGO Private Wealth
California
$5.5M -$155K -969 -3%
WPWM
617
Windward Private Wealth Management
Kansas
$5.5M -$169K -1,060 -3%
DB
618
Dravo Bay
Delaware
$5.5M +$142K +888 +3%
Centaurus Financial
619
Centaurus Financial
California
$5.49M -$252K -1,578 -4%
Osborne Partners Capital Management
620
Osborne Partners Capital Management
California
$5.48M +$41.1K +257 +0.8%
Blue Trust Inc
621
Blue Trust Inc
Georgia
$5.41M +$3.03M +18,941 +133%
YWS
622
Yarger Wealth Strategies
Ohio
$5.38M – – –
Abacus Planning Group
623
Abacus Planning Group
South Carolina
$5.38M -$184K -1,154 -3%
Aveo Capital Partners
624
Aveo Capital Partners
Colorado
$5.36M -$10.4K -65 -0.2%
SageView Advisory Group
625
SageView Advisory Group
California
$5.36M +$4.53M +28,333 +556%