We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
901
Choate Investment Advisors
Massachusetts
$233K – – –
S
902
Surevest
California
$232K -$68.3K -592 -23%
RC
903
Roundview Capital
New Jersey
$232K – – –
LGWM
904
Litman Gregory Wealth Management
California
$231K -$83.1K -720 -27%
OC
905
Oarsman Capital
Wisconsin
$230K -$21.4K -185 -9%
HFA
906
Huber Financial Advisors
Illinois
$230K -$6.35K -55 -3%
SIM
907
Sonora Investment Management
Arizona
$228K – – –
VCAM
908
Van Cleef Asset Management
Ohio
$228K – – –
FCBT
909
First Citizens Bank & Trust
North Carolina
$228K +$219K +1,900 New
GEA
910
Glen Eagle Advisors
New Jersey
$228K +$21.4K +185 +11%
CAI
911
Capital Advisors Inc
Oklahoma
$226K +$218K +1,889 New
SC
912
Schoolcraft Capital
Colorado
$225K – – –
ATFA
913
All Terrain Financial Advisors
Minnesota
$225K – – –
LC
914
Landaas & Company
Wisconsin
$225K – – –
EP
915
Eudaimonia Partners
Tennessee
$225K +$217K +1,881 New
SCM
916
Southport Capital Management
Tennessee
$224K +$216K +1,873 New
WBG
917
Wharton Business Group
Pennsylvania
$223K – – –
PCA
918
Providence Capital Advisors
North Carolina
$222K +$18.8K +163 +10%
GA
919
Gateway Advisory
New Jersey
$221K – – –
CNBT
920
Canandaigua National Bank & Trust
New York
$220K – – –
FFWA
921
FRG Family Wealth Advisors
Washington
$220K – – –
SCG
922
Sonata Capital Group
Washington
$218K -$6.23K -54 -3%
FFW
923
Fusion Family Wealth
New York
$216K – – –
TTWM
924
TCV Trust & Wealth Management
Virginia
$215K – – –
APW
925
Austin Private Wealth
Texas
$214K +$206K +1,783 New
35 36
37
38 39