We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CT
1476
Caldwell Trust
Florida
$301K
UWPG
1477
Ullmann Wealth Partners Group
Florida
$300K +$413 +3 +0.1%
LCM
1478
Logan Capital Management
Pennsylvania
$299K +$294K +2,131 New
SAMC
1479
Spectrum Asset Management (California)
California
$298K +$292K +2,120 New
Susquehanna International Group
1480
Susquehanna International Group
Pennsylvania
$297K +$292K +2,117 New
MCM
1481
McRae Capital Management
New Jersey
$297K -$3.44K -25 -1%
BWP
1482
Baldwin Wealth Partners
Massachusetts
$296K +$252K +1,826 +648%
MSAM
1483
Moloney Securities Asset Management
Missouri
$296K +$290K +2,105 New
TPWA
1484
TRUE Private Wealth Advisors
Oregon
$295K -$11K -80 -4%
PMG
1485
Private Management Group
California
$295K +$7.03K +51 +2%
AP
1486
Appleton Partners
Massachusetts
$294K +$6.89K +50 +2%
MAM
1487
Milestone Asset Management
Pennsylvania
$293K +$283K +2,058 New
CSIA
1488
Charles Schwab Investment Advisory
California
$293K -$300K -2,177 -51%
IIC
1489
Ironwood Investment Counsel
Arizona
$292K +$4.82K +35 +2%
DCM
1490
DGS Capital Management
New Jersey
$291K +$20K +145 +8%
QPWM
1491
Quadrant Private Wealth Management
Pennsylvania
$289K +$284K +2,059 New
AGA
1492
Arkos Global Advisors
Texas
$288K
LC
1493
Landaas & Company
Wisconsin
$287K
TNB
1494
Thomasville National Bank
Georgia
$286K -$689 -5 -0.2%
BF
1495
Brooklyn FI
New York
$285K +$280K +2,033 New
SAM
1496
S.A. Mason
Michigan
$285K
HT
1497
Heritage Trust
Oklahoma
$283K
LSA
1498
Lion Street Advisors
Texas
$282K -$10.9K -79 -4%
LL
1499
LWMG LLC
Minnesota
$282K +$277K +2,008 New
TCA
1500
Trifecta Capital Advisors
Illinois
$282K +$276K +2,006 New