We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QCG
1201
Quadrant Capital Group
Ohio
$2.45M +$390K +1,866 +20%
MCWS
1202
McKinley Carter Wealth Services
West Virginia
$2.45M +$221K +1,059 +10%
NS
1203
NBC Securities
Alabama
$2.45M +$948K +4,542 +68%
OHWP
1204
Oak Harbor Wealth Partners
North Carolina
$2.45M -$31.3K -150 -1%
LFG
1205
Larson Financial Group
Missouri
$2.44M -$38.8K -186 -2%
RWM
1206
Riverchase Wealth Management
Texas
$2.44M – – –
RM
1207
RCW Management
Florida
$2.42M +$94K +450 +4%
HSBC Holdings
1208
HSBC Holdings
United Kingdom
$2.42M – – –
BFA
1209
Benningfield Financial Advisors
California
$2.42M – – –
LOWM
1210
Laurel Oak Wealth Management
New Jersey
$2.41M -$15.5K -74 -0.7%
MG
1211
MilWealth Group
Wisconsin
$2.41M -$418 -2 -0%
MFA
1212
McClarren Financial Advisors
Pennsylvania
$2.4M +$134K +644 +6%
AG
1213
AlTi Global
New York
$2.39M +$418 +2 +0%
RIA
1214
Regal Investment Advisors
Michigan
$2.38M -$71.4K -342 -3%
NPT
1215
Nixon Peabody Trust
Massachusetts
$2.37M -$41.8K -200 -2%
Aristotle Capital Management
1216
Aristotle Capital Management
California
$2.37M +$1.04M +4,985 +85%
STFP
1217
Signal Tree Financial Partners
Ohio
$2.37M -$29.7K -142 -1%
NSAM
1218
North Star Asset Management
Wisconsin
$2.35M -$5.22K -25 -0.2%
AA
1219
Armis Advisers
Georgia
$2.34M +$167K +800 +8%
DWP
1220
Daymark Wealth Partners
Ohio
$2.33M +$158K +756 +8%
IWMO
1221
Integrated Wealth Management (Ohio)
Ohio
$2.33M -$182K -871 -8%
5NPW
1222
55 North Private Wealth
Florida
$2.32M -$5.01K -24 -0.2%
CFA
1223
Camarda Financial Advisors
Florida
$2.32M -$126K -603 -5%
BWP
1224
Bernardo Wealth Planning
Pennsylvania
$2.31M -$2.09K -10 -0.1%
CWM
1225
Cooke Wealth Management
California
$2.31M -$16.5K -79 -0.7%