We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$70.1M +$16.1M +153,952 +30%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$69.8M +$5.87M +56,021 +9%
SGAM
53
Stephens Group Asset Management
Arkansas
$65M +$5.17M +49,367 +9%
Natixis Advisors
54
Natixis Advisors
Massachusetts
$58.4M +$11.2M +106,572 +24%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$57.6M +$6.69M +63,840 +13%
IA
56
Independence Advisors
Pennsylvania
$57.3M +$2.49M +23,798 +5%
JP Morgan Chase
57
JP Morgan Chase
New York
$57M +$3.53M +33,726 +7%
BOH
58
Bank of Hawaii
Hawaii
$56.5M -$1.75M -16,735 -3%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$52.7M +$3.55M +33,840 +7%
MD
60
Money Design
Japan
$51.6M +$12.4M +118,044 +31%
PP
61
PrairieView Partners
Minnesota
$50.9M +$1.92M +18,286 +4%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$49.8M +$7.9M +75,390 +19%
HighTower Advisors
63
HighTower Advisors
Illinois
$48.4M +$112K +1,065 +0.2%
BWM
64
Baystate Wealth Management
Massachusetts
$47.1M -$1.93M -18,404 -4%
CCFM
65
Clear Creek Financial Management
Washington
$46.8M +$46.2M +440,706 +6,070%
BWM
66
Brickley Wealth Management
California
$46.2M +$1.33M +12,723 +3%
AAS
67
Avantax Advisory Services
Texas
$45.3M +$26.5M +252,930 +140%
ZCA
68
Zeke Capital Advisors
Pennsylvania
$45.2M -$368K -3,512 -0.8%
OPS
69
Orion Portfolio Solutions
Nebraska
$44.7M -$310K -2,962 -0.7%
PW
70
Peninsula Wealth
California
$44.2M +$232K +2,214 +0.5%
CM
71
Cornerstone Management
Georgia
$44M +$1.87M +17,833 +4%
WSTAM
72
Wilbanks Smith & Thomas Asset Management
Virginia
$43M -$239K -2,277 -0.5%
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$41.8M +$41.9M +400,000 New
CHP
74
Cable Hill Partners
Oregon
$39.9M +$406K +3,870 +1%
3AM
75
3D Asset Management
Connecticut
$39M +$567K +5,413 +1%