We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
1626
Legacy Advisors
Pennsylvania
$337K – – –
REMPR
1627
Roof Eidam Maycock Peralta (REMP)
California
$337K +$128K +800 +62%
HIP
1628
Harrell Investment Partners
Texas
$336K -$22.4K -140 -6%
AAM
1629
Austin Asset Management
Texas
$336K +$23.2K +145 +7%
WG
1630
Wealth Group
North Carolina
$334K +$799 +5 +0.2%
SAM
1631
S.A. Mason
Michigan
$333K – – –
CNBT
1632
Canandaigua National Bank & Trust
New York
$332K +$331K +2,072 New
TFP
1633
Traction Financial Partners
Wyoming
$332K – – –
EFP
1634
EnRich Financial Partners
Wisconsin
$331K +$1.28K +8 +0.4%
GSB
1635
Greenfield Savings Bank
Massachusetts
$330K -$47.1K -295 -13%
SFP
1636
Sweet Financial Partners
Minnesota
$326K -$49.9K -312 -13%
HBW
1637
Hazlett, Burt & Watson
West Virginia
$325K -$10.2K -64 -3%
WI
1638
Wintrust Investments
Illinois
$325K +$43.2K +270 +15%
IWN
1639
Independent Wealth Network
Iowa
$325K -$21.9K -137 -6%
Kayne Anderson Rudnick Investment Management
1640
Kayne Anderson Rudnick Investment Management
California
$324K +$74.6K +467 +30%
SWIG
1641
Strategic Wealth Investment Group
Kentucky
$324K +$324K +2,026 New
PGAM
1642
Princeton Global Asset Management
New Jersey
$322K +$321K +2,008 New
PP
1643
Patten & Patten
Tennessee
$321K – – –
RW
1644
RVW Wealth
California
$320K -$19K -119 -6%
AGWCA
1645
Annis Gardner Whiting Capital Advisors
Florida
$320K -$959 -6 -0.3%
VCM
1646
Versant Capital Management
Arizona
$320K -$3.36K -21 -1%
SWA
1647
Strata Wealth Advisors
Texas
$318K +$1.6K +10 +0.5%
OWMIAS
1648
One Wealth Management Investment & Advisory Services
Florida
$317K +$12K +75 +4%
BBPWM
1649
Blue Bell Private Wealth Management
Pennsylvania
$317K +$36.1K +226 +13%
GM
1650
GeoWealth Management
Illinois
$316K +$90.6K +567 +40%