We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
901
One Wealth Advisors
California
$576K -$16.6K -121 -3%
DE
902
Day & Ennis
Georgia
$575K -$1.51K -11 -0.3%
CPO
903
Cerity Partners OCIO
New York
$575K +$51.4K +374 +10%
BS
904
Boenning & Scattergood
Pennsylvania
$573K +$6.87K +50 +1%
CCM
905
Coe Capital Management
Illinois
$572K +$37.1K +270 +7%
LIM
906
Leavell Investment Management
Alabama
$566K
AWS
907
AJ Wealth Strategies
New York
$566K +$221K +1,610 +64%
HR
908
Howe & Rusling
New York
$563K +$3.02K +22 +0.5%
CBN
909
Cadence Bank NA
Texas
$557K
WCG
910
Weaver Consulting Group
California
$556K
KTC
911
Kistler-Tiffany Companies
Pennsylvania
$556K +$152K +1,105 +38%
DA
912
Detalus Advisors
Missouri
$552K
BFG
913
Berger Financial Group
Minnesota
$550K +$103K +748 +23%
NFC
914
Northeast Financial Consultants
Connecticut
$548K
LFAS
915
Level Four Advisory Services
Texas
$544K -$258K -1,878 -32%
CIA
916
Cohen Investment Advisors
New Hampshire
$541K -$51.5K -375 -9%
BFIM
917
Beese Fulmer Investment Management
Ohio
$540K -$4.4K -32 -0.8%
FWM
918
FSA Wealth Management
Massachusetts
$539K +$1.92K +14 +0.4%
RWRC
919
R.W. Roge & Company
New York
$537K -$32.6K -237 -6%
BO
920
BRR OpCo
Ohio
$536K -$89.9K -654 -14%
MWM
921
Madison Wealth Management
Ohio
$534K -$32.8K -239 -6%
W
922
Wealthquest
Ohio
$534K -$13.5K -98 -2%
AFP
923
Ausdal Financial Partners
Iowa
$531K +$11.3K +82 +2%
PAMG
924
Patton Albertson Miller Group
Tennessee
$530K -$10.4K -76 -2%
ODIJL
925
One Day In July LLC
Vermont
$528K -$119K -863 -18%