We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICM
1401
IMS Capital Management
Oregon
$245K
WA
1402
Wealthstar Advisors
Texas
$245K +$17.7K +121 +8%
TNA
1403
True North Advisors
Texas
$245K +$26.1K +179 +12%
SWM
1404
Silverlake Wealth Management
Vermont
$245K +$13.6K +93 +6%
AAM
1405
Autus Asset Management
Arizona
$243K +$240K +1,642 New
ACA
1406
Aptus Capital Advisors
Alabama
$241K -$248K -1,702 -51%
CWM
1407
Calamos Wealth Management
Illinois
$240K +$38.4K +263 +19%
ACM
1408
Absolute Capital Management
Pennsylvania
$240K +$43K +295 +22%
FWTB
1409
First Western Trust Bank
Colorado
$240K +$234K +1,601 New
WCA
1410
Waypoint Capital Advisors
Minnesota
$240K +$238K +1,629 New
FA
1411
Fermata Advisors
California
$239K -$6.27K -43 -3%
DLCIG
1412
D.L. Carlson Investment Group
New Hampshire
$239K
HCM
1413
Hall Capital Management
Rhode Island
$239K +$236K +1,617 New
MA
1414
MAS Advisors
Florida
$238K +$1.31K +9 +0.6%
RCM
1415
RNC Capital Management
California
$237K
PWW
1416
Pettyjohn Wood & White
Virginia
$237K +$1.02K +7 +0.4%
TW
1417
TrinityPoint Wealth
Connecticut
$236K +$233K +1,599 New
LA
1418
Legacy Advisors
Pennsylvania
$233K
MCM
1419
Morton Capital Management
California
$232K
SIC
1420
Shoker Investment Counsel
Ohio
$232K +$292 +2 +0.1%
TVAMP
1421
Tennessee Valley Asset Management Partners
Tennessee
$231K +$15.5K +106 +7%
NPI
1422
New Perspectives Inc
Mississippi
$230K
IWA
1423
IBEX Wealth Advisors
New Jersey
$230K +$13.4K +92 +6%
TWM
1424
Trevian Wealth Management
Massachusetts
$230K +$228K +1,563 New
BC
1425
Brio Consultants
California
$229K +$1.02K +7 +0.5%