We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1251
McNamara Financial Services
Massachusetts
$585K +$16K +115 +3%
Lazard Asset Management
1252
Lazard Asset Management
New York
$582K +$285K +2,050 +100%
ACM
1253
Absolute Capital Management
Pennsylvania
$580K +$47.6K +343 +9%
EPWM
1254
Essex Private Wealth Management
Massachusetts
$580K
AACR
1255
ACR Alpine Capital Research
Missouri
$579K -$12.2K -88 -2%
CCMG
1256
Clark Capital Management Group
Pennsylvania
$579K +$193K +1,392 +52%
DP
1257
DDD Partners
Washington
$577K +$564K +4,060 New
PB
1258
Pinnacle Bancorp
Nebraska
$576K +$48.1K +346 +9%
FPCG
1259
Fort Pitt Capital Group
Pennsylvania
$575K
SCP
1260
Syntal Capital Partners
Texas
$571K +$558K +4,020 New
OWA
1261
One Wealth Advisors
California
$570K
MWM
1262
Madison Wealth Management
Ohio
$570K
CAAM
1263
Cornerstone Advisors Asset Management
Pennsylvania
$570K +$557K +4,008 New
CB
1264
Cadence Bank
Mississippi
$569K -$336K -2,417 -38%
TSWM
1265
Triangle Securities Wealth Management
North Carolina
$567K -$40.6K -292 -7%
TI
1266
tru Independence
Oregon
$563K +$30.6K +220 +6%
VFP
1267
Verus Financial Partners
Virginia
$562K -$43.8K -315 -8%
MM
1268
Meridian Management
Arkansas
$561K -$70.7K -509 -11%
LC
1269
Lincoln Capital
Nebraska
$559K +$3.47K +25 +0.6%
CWS
1270
Confluence Wealth Services
Pennsylvania
$554K
LA
1271
Latitude Advisors
Florida
$554K -$20.3K -146 -4%
CT
1272
Colonial Trust
South Carolina
$552K -$215K -1,548 -28%
GKWIM
1273
Gerber Kawasaki Wealth & Investment Management
California
$551K +$142K +1,025 +36%
PAG
1274
Private Advisory Group
Washington
$550K -$10.7K -77 -2%
PFM
1275
Peak Financial Management
Massachusetts
$548K +$99.3K +715 +23%