We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
126
Trust Company
Kansas
$54.4M -$2.26M -16,383 -4%
Franklin Resources
127
Franklin Resources
California
$54.1M +$1.82M +13,211 +4%
SPWG
128
Syntegra Private Wealth Group
Missouri
$53.7M +$52.7M +382,797 New
ST
129
Sageworth Trust
Pennsylvania
$53.6M -$2.92M -21,220 -5%
FHB
130
First Hawaiian Bank
Hawaii
$53.4M +$278K +2,020 +0.5%
PPW
131
Pasadena Private Wealth
California
$53.2M +$5.89M +42,764 +13%
NA
132
NewEdge Advisors
Louisiana
$53.2M +$14.2M +103,435 +22%
DBT
133
Dubuque Bank & Trust
Iowa
$53.2M +$4.79M +34,773 +10%
TIM
134
Total Investment Management
Arizona
$52.1M +$102K +740 +0.2%
BCM
135
Brookstone Capital Management
Illinois
$51.9M +$1.6M +11,608 +3%
PWP
136
Perfromance Wealth Partners
Illinois
$51.8M -$103K -746 -0.2%
UA
137
Unison Advisors
District of Columbia
$51.6M +$4.94M +35,877 +11%
TFS
138
TrustCore Financial Services
Tennessee
$49.8M +$285K +2,068 +0.6%
AI
139
Atria Investments
North Carolina
$49.5M -$2.03M -14,731 -4%
WA
140
Waverly Advisors
Alabama
$49.1M +$8.19M +59,432 +20%
Bessemer Group
141
Bessemer Group
New Jersey
$48.9M -$9.68M -70,307 -17%
RZH
142
Relyea Zuckerberg Hanson
Connecticut
$48.8M +$7.98M +57,939 +20%
CG
143
Colony Group
Massachusetts
$48.7M +$296K +2,146 +0.6%
EWM
144
Empirical Wealth Management
Washington
$48.5M +$1.46M +10,633 +3%
SWA
145
Strategies Wealth Advisors
Michigan
$48.3M +$47.4M +344,384 New
BL
146
Balentine LLC
Georgia
$48.3M -$617K -4,483 -1%
SFG
147
Sage Financial Group
Pennsylvania
$47.9M +$560K +4,066 +1%
SPIA
148
Steward Partners Investment Advisory
New York
$47.5M +$5.62M +40,828 +14%
FAN
149
Financial Advisors Network
California
$47.3M -$251K -1,824 -0.5%
RA
150
Rodgers & Associates
Pennsylvania
$47.3M -$2.01M -14,602 -4%