We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
Brickley Wealth Management
California
$142M +$1.38M +6,620 +1%
CSP
102
Cary Street Partners
Virginia
$142M -$1.9M -9,104 -1%
NL
103
NEPC LLC
Massachusetts
$141M -$11.8M -56,627 -8%
BCI
104
Brinker Capital Investments
Pennsylvania
$140M +$21.9M +105,109 +20%
MCIA
105
Mountain Capital Investment Advisors
Colorado
$138M +$1.78M +8,508 +1%
CFG
106
Citizens Financial Group
Rhode Island
$137M -$1.43M -6,835 -1%
P
107
&Partners
Tennessee
$132M +$21.8M +104,539 +21%
FG
108
Foster Group
Iowa
$130M -$1.98M -9,498 -2%
AAP
109
Arax Advisory Partners
Colorado
$129M +$29.5M +141,485 +31%
IA
110
IFC Advisors
California
$129M +$1.1M +5,287 +0.9%
IPW
111
Invictus Private Wealth
Colorado
$128M +$2.2M +10,540 +2%
AI
112
Accredited Investors
Minnesota
$127M +$7.63M +36,521 +7%
BFPW
113
BOK Financial Private Wealth
Colorado
$127M +$982K +4,704 +0.8%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$127M +$21M +100,653 +21%
BFG
115
Bleakley Financial Group
New Jersey
$126M +$208K +997 +0.2%
SF
116
Summit Financial
New Jersey
$126M +$5.08M +24,338 +4%
CAM
117
Clark Asset Management
New Hampshire
$121M +$8.89M +42,555 +8%
SMDAM
118
Sumitomo Mitsui DS Asset Management
Japan
$118M +$3.59M +17,170 +3%
JT
119
Jupiter Topco
New York
$117M +$112M +538,421 New
Natixis Advisors
120
Natixis Advisors
Massachusetts
$116M +$14.3M +68,580 +15%
PFA
121
Pathway Financial Advisors
Vermont
$116M -$1.06M -5,058 -0.9%
FSWA
122
Financial Synergies Wealth Advisors
Texas
$114M -$4.16M -19,920 -4%
EC
123
Euclidean Capital
New York
$113M
NFG
124
Nadler Financial Group
Illinois
$113M +$1.72M +8,229 +2%
BW
125
BIP Wealth
Georgia
$112M +$10.8M +51,578 +11%