We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWMA
151
Market Street Wealth Management Advisors
Indiana
$13.1M +$2.29M +23,365 +22%
AWM
152
AE Wealth Management
Kansas
$12.9M +$1.79M +18,265 +16%
BHWM
153
Bay Harbor Wealth Management
Maryland
$12.7M +$209K +2,129 +2%
STA
154
Summit Trail Advisors
New York
$12.7M +$1.9M +19,394 +18%
VWA
155
Visionary Wealth Advisors
Illinois
$12.6M +$1.87M +19,090 +18%
SWP
156
Stratos Wealth Partners
Ohio
$12.6M +$2.65M +26,994 +27%
FC
157
Forte Capital
New York
$12.5M -$280K -2,856 -2%
AWM
158
Altium Wealth Management
New York
$12.4M +$6.06M +61,785 +98%
SAS
159
Sage Advisory Services
Texas
$12.2M +$12M +122,515 New
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$12M +$739K +7,534 +7%
WCM
161
Windham Capital Management
Massachusetts
$12M +$401K +4,089 +4%
PA
162
Prism Advisors
California
$11.7M +$10.1M +103,436 +761%
DSA
163
Droms Strauss Advisors
Missouri
$11.6M +$10.3M +105,376 +949%
CCM
164
Coldstream Capital Management
Washington
$11.4M -$3.06M -31,224 -21%
SI
165
Stephens Inc
Arkansas
$11.4M -$7.31M -74,463 -39%
PFA
166
Pure Financial Advisors
California
$11.1M -$658K -6,710 -6%
BCIM
167
Bishop & Co Investment Management
Pennsylvania
$11.1M +$367K +3,745 +3%
MCM
168
Maxim Capital Management
California
$11M +$9.67M +98,568 +1,235%
GG
169
Gleason Group
Kentucky
$10.5M +$1.25M +12,709 +14%
WAAG
170
Wealth Alliance Advisory Group
Kansas
$10.5M +$511K +5,204 +5%
AIS
171
American Investment Services
Massachusetts
$10.4M +$202K +2,061 +2%
PCIG
172
Partners Capital Investment Group
Massachusetts
$10.3M -$72M -734,083 -88%
FA
173
FDx Advisors
Illinois
$10.2M +$3.46M +35,247 +53%
CWM
174
Cranbrook Wealth Management
Michigan
$10.1M -$441K -4,497 -4%
ACS
175
Archford Capital Strategies
Illinois
$10.1M +$3.75M +38,255 +61%