We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
Independence Advisors
Pennsylvania
$39.5M +$2.12M +20,219 +6%
BWM
52
Brickley Wealth Management
California
$39.5M +$2.75M +26,247 +7%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$38.2M +$26.9M +256,733 +231%
SB
54
Suntrust Banks
Georgia
$38.1M -$1.79M -17,054 -4%
ONB
55
Old National Bancorp
Indiana
$37.6M +$3.41M +32,611 +10%
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$36.5M -$752K -7,181 -2%
AG
57
Advisor Group
Arizona
$35.5M -$695K -6,642 -2%
Stifel Financial
58
Stifel Financial
Missouri
$34.9M +$1.26M +12,000 +4%
CHP
59
Cable Hill Partners
Oregon
$33.5M +$1.48M +14,120 +5%
SFG
60
Sage Financial Group
Pennsylvania
$32.9M +$307K +2,936 +0.9%
3AM
61
3D Asset Management
Connecticut
$30.9M -$151K -1,440 -0.5%
NFG
62
Nadler Financial Group
Illinois
$30.7M +$1.53M +14,645 +5%
MWM
63
Mission Wealth Management
California
$30M -$330K -3,149 -1%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$28.8M +$1.61M +15,409 +6%
SE
65
Summit Equities
New Jersey
$28.3M -$202K -1,926 -0.7%
CL
66
Choreo LLC
Illinois
$27.1M +$2.45M +23,389 +10%
CM
67
Cornerstone Management
Georgia
$26.6M +$58.7K +561 +0.2%
MD
68
Money Design
Japan
$26.3M +$4.91M +46,872 +23%
HighTower Advisors
69
HighTower Advisors
Illinois
$25.1M -$5.3M -50,606 -17%
Natixis Advisors
70
Natixis Advisors
Massachusetts
$24.8M -$12.1M -115,097 -33%
PAG
71
Private Advisor Group
New Jersey
$24.7M -$10.5M -99,815 -30%
FAT
72
First American Trust
California
$24.1M +$21.9K +209 +0.1%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$23.5M +$318K +3,038 +1%
BlackRock
74
BlackRock
New York
$23.3M +$582K +5,559 +3%
MWM
75
Modera Wealth Management
New Jersey
$22.8M -$1.26M -12,039 -5%