We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNA
1626
First National Advisers
Nebraska
$570K -$872 -5 -0.2%
SFMG
1627
Sage Financial Management Group
Virginia
$570K
FB
1628
Finward Bancorp
Indiana
$567K +$15.7K +90 +3%
GWS
1629
Glassman Wealth Services
Virginia
$566K -$12.7K -73 -2%
HFS
1630
Hantz Financial Services
Michigan
$566K +$457K +2,621 +401%
TPW
1631
Tiller Private Wealth
Pennsylvania
$564K -$51.4K -295 -8%
TPA
1632
Trivium Point Advisory
Connecticut
$563K -$30.2K -173 -5%
1WA
1633
180 Wealth Advisors
Washington
$563K -$40.6K -233 -7%
CFO
1634
Colony Family Offices
North Carolina
$562K -$125K -719 -18%
LWCFA
1635
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$561K -$51.4K -295 -8%
AW
1636
Alteri Wealth
California
$560K -$83.9K -481 -13%
FPCP
1637
Fort Point Capital Partners
California
$559K +$174 +1 +0%
UWPG
1638
Ullmann Wealth Partners Group
Florida
$557K -$12.4K -71 -2%
LW
1639
Libra Wealth
California
$556K +$136K +779 +32%
BWMG
1640
Barnes Wealth Management Group
California
$556K +$26.2K +150 +5%
YWM
1641
Yoder Wealth Management
California
$556K
BCM
1642
BluePointe Capital Management
California
$554K +$560K +3,210 New
TCM
1643
Towercrest Capital Management
Pennsylvania
$554K
TC
1644
Trilogy Capital
California
$553K -$11.7K -67 -2%
RWA
1645
River Wealth Advisors
Pennsylvania
$552K
IAG
1646
Investmark Advisory Group
Connecticut
$551K +$22.1K +127 +4%
BPAMU
1647
BTG Pactual Asset Management US
New York
$549K
SO
1648
Sierra Ocean
California
$549K
WCP
1649
Wick Capital Partners
Pennsylvania
$549K +$6.1K +35 +1%
HIGP
1650
Hill Investment Group Partners
Missouri
$547K -$235K -1,346 -30%