We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
651
Nisa Investment Advisors
Missouri
$6.2M +$6.42M +36,600 New
BTI
652
Blue Trust Inc
Georgia
$6.17M +$4.91K +28 +0.1%
HWM
653
HB Wealth Management
Georgia
$6.15M -$1.37M -7,823 -18%
UF
654
Univest Financial
Pennsylvania
$6.08M +$599K +3,415 +11%
ACA
655
Atlas Capital Advisors
Wyoming
$6.06M +$94.1K +536 +2%
FHA
656
Flagship Harbor Advisors
Massachusetts
$6.04M -$40.4K -230 -0.6%
WIA
657
Wetzel Investment Advisors
Indiana
$6.01M +$637K +3,630 +11%
SWA
658
Stratos Wealth Advisors
Ohio
$6M -$110K -625 -2%
VWM
659
Vivid Wealth Management
Iowa
$5.99M +$49K +279 +0.8%
AG
660
AlTi Global
New York
$5.98M +$612K +3,486 +11%
WMS
661
Wealth Management Strategies
Pennsylvania
$5.98M +$6.2M +35,320 New
BTWM
662
Baker Tilly Wealth Management
Wisconsin
$5.98M +$6.2M +35,318 New
BFA
663
Beaumont Financial Advisors
Massachusetts
$5.95M -$172K -981 -3%
CIC
664
Cutler Investment Counsel
Oregon
$5.94M -$2.48M -14,152 -29%
PFM
665
Phillips Financial Management
Indiana
$5.94M -$233K -1,329 -4%
MWA
666
Martel Wealth Advisors
Washington
$5.89M -$407K -2,320 -6%
VC
667
Vicus Capital
Pennsylvania
$5.89M -$839K -4,781 -12%
CB
668
Chris Bulman
California
$5.87M +$393K +2,237 +7%
TCMP
669
Thrive Capital Management (Pennsylvania)
Pennsylvania
$5.85M +$1.49M +8,518 +33%
WCM
670
Winthrop Capital Management
Indiana
$5.84M +$6.07M +34,578 New
IIC
671
Integrated Investment Consultants
Michigan
$5.8M +$28.1K +160 +0.5%
OPCM
672
Osborne Partners Capital Management
California
$5.79M +$18.4K +105 +0.3%
TFA
673
Trinity Financial Advisors
Ohio
$5.78M -$4.48M -25,535 -43%
PWP
674
Perfromance Wealth Partners
Illinois
$5.76M +$1.41M +8,009 +31%
IAS
675
Insigneo Advisory Services
Florida
$5.76M +$446K +2,540 +8%