We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
601
Neuberger Berman Group
New York
$7.72M +$704K +4,168 +11%
VFS
602
Valpey Financial Services
New Hampshire
$7.7M +$7.36M +43,548 New
Avestar Capital
603
Avestar Capital
New York
$7.69M +$985K +5,833 +16%
Pathstone Holdings
604
Pathstone Holdings
New Jersey
$7.68M -$3.43M -20,291 -32%
ECA
605
Elevated Capital Advisors
Utah
$7.68M – – –
SCM
606
Spreng Capital Management
Ohio
$7.67M +$97.1K +575 +1%
O'Shaughnessy Asset Management
607
O'Shaughnessy Asset Management
Connecticut
$7.67M +$905K +5,358 +14%
Hardy Reed
608
Hardy Reed
Mississippi
$7.64M – – –
GWM
609
GoalFusion Wealth Management
Texas
$7.61M -$38K -225 -0.5%
PCMC
610
Paragon Capital Management (Colorado)
Colorado
$7.6M +$238K +1,408 +3%
Mackenzie Financial
611
Mackenzie Financial
Ontario, Canada
$7.54M +$828K +4,902 +13%
Avantax Planning Partners
612
Avantax Planning Partners
Iowa
$7.47M -$237K -1,401 -3%
FFA
613
Florida Financial Advisors
Florida
$7.45M +$114K +673 +2%
Clear Creek Financial Management
614
Clear Creek Financial Management
Washington
$7.39M +$3.98M +23,591 +129%
Ballentine Partners
615
Ballentine Partners
Massachusetts
$7.37M +$1.8M +10,664 +34%
APC
616
Asset Planning Corporation
Tennessee
$7.31M -$710K -4,205 -9%
SFA
617
Semmax Financial Advisors
North Carolina
$7.26M +$51.7K +306 +0.8%
IAG
618
Investment Advisory Group
Massachusetts
$7.21M +$207K +1,223 +3%
Brighton Jones LLC
619
Brighton Jones LLC
Washington
$7.17M -$392K -2,321 -5%
AlphaStar Capital Management
620
AlphaStar Capital Management
North Carolina
$7.15M +$6.83M +40,444 New
Cardiff Park Advisors
621
Cardiff Park Advisors
California
$7.1M – – –
Midwest Trust
622
Midwest Trust
Kansas
$7.07M +$6.75M +39,974 New
SG
623
Sharper & Granite
California
$7.06M -$34.3K -203 -0.5%
Kovack Advisors
624
Kovack Advisors
Florida
$7M +$151K +892 +2%
Pine Valley Investments
625
Pine Valley Investments
New Jersey
$6.98M -$4.05K -24 -0.1%