We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
626
Kistler-Tiffany Companies
Pennsylvania
$533K – – –
WQ
627
Wealth Quarterback
New Jersey
$524K +$128K +1,165 +24%
WC
628
Waterloo Capital
Texas
$524K +$646K +5,887 New
LWM
629
Liberty Wealth Management
California
$523K -$20.5K -187 -3%
CWM
630
Connecticut Wealth Management
Connecticut
$520K -$108K -983 -14%
ACI
631
Alpha Cubed Investments
California
$509K -$124K -1,134 -17%
IWA
632
Inspirion Wealth Advisors
Illinois
$499K +$658 +6 +0.1%
CSIC
633
Clifford Swan Investment Counsel
California
$499K +$614K +5,599 New
TNB
634
Thomasville National Bank
Georgia
$498K +$988 +9 +0.2%
MJRIC
635
Mogy Joel R Investment Counsel
California
$492K – – –
OC
636
Oppenheimer & Co
New York
$490K -$210K -1,911 -26%
GT
637
Greenleaf Trust
Michigan
$486K -$205K -1,864 -25%
SBH
638
Segall Bryant & Hamill
Illinois
$484K – – –
LIM
639
Leavell Investment Management
Alabama
$480K +$1.98K +18 +0.3%
BZWA
640
Blue Zone Wealth Advisors
California
$476K -$1.57M -14,282 -73%
FFG
641
Frisch Financial Group
New York
$475K +$59.4K +541 +11%
EIC
642
Equity Investment Corp
Georgia
$467K +$576K +5,245 New
MIAS
643
Mason Investment Advisory Services
Virginia
$466K +$151K +1,380 +36%
RIS
644
Retirement Income Solutions
Michigan
$465K – – –
PA
645
Pinnacle Associates
New York
$460K +$34.5K +314 +6%
MGWM
646
Marks Group Wealth Management
Minnesota
$456K -$38.8K -354 -6%
VWM
647
Valley Wealth Managers
New Jersey
$456K +$178K +1,626 +47%
GLR
648
Great Lakes Retirement
Ohio
$455K -$74.2K -676 -12%
DJSG
649
D.J. St. Germain
Massachusetts
$454K +$193K +1,755 +53%
FNBOO
650
First National Bank of Omaha
Nebraska
$452K -$147K -1,340 -21%
24 25
26
27 28