We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
151
Affinity Capital Advisors
California
$15.9M +$1.93M +18,384 +14%
MSWMA
152
Market Street Wealth Management Advisors
Indiana
$15.4M +$1.67M +15,914 +12%
QIM
153
Quest Investment Management
Oregon
$15.4M +$10.7M +102,518 +231%
MFW
154
Mosaic Family Wealth
Missouri
$15.3M +$1.43M +13,635 +10%
FA
155
FDx Advisors
Illinois
$15.3M +$4.6M +43,928 +43%
MMA
156
Miracle Mile Advisors
California
$15M +$6.21M +59,284 +71%
ECM
157
Evergreen Capital Management
Washington
$14.8M -$165K -1,574 -1%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$14.6M +$1.68M +16,003 +13%
SWP
159
Stratos Wealth Partners
Ohio
$14M +$806K +7,689 +6%
AAP
160
Arax Advisory Partners
Colorado
$14M -$1.76M -16,806 -11%
CWM
161
Capital Wealth Management
Rhode Island
$13.9M -$703K -6,705 -5%
BWFA
162
Baltimore-Washington Financial Advisors
Maryland
$13.7M -$1.06M -10,107 -7%
FC
163
Forte Capital
New York
$13.5M +$390K +3,726 +3%
Franklin Resources
164
Franklin Resources
California
$13.5M +$6.65M +63,465 +97%
BHWM
165
Bay Harbor Wealth Management
Maryland
$13.4M +$80.9K +772 +0.6%
AWM
166
Altium Wealth Management
New York
$13.2M +$199K +1,903 +2%
DSA
167
Droms Strauss Advisors
Missouri
$13M +$836K +7,980 +7%
Koshinski Asset Management
168
Koshinski Asset Management
Illinois
$13M +$2.68M +25,557 +27%
PCIG
169
Partners Capital Investment Group
Massachusetts
$12.8M +$1.95M +18,647 +18%
SPIA
170
Steward Partners Investment Advisory
New York
$12.5M +$2.25M +21,490 +22%
SI
171
Stephens Inc
Arkansas
$12.2M +$264K +2,515 +2%
OCPWS
172
One Charles Private Wealth Services
Massachusetts
$12.1M -$4.58M -43,739 -27%
PRWA
173
Platte River Wealth Advisors
Colorado
$12M +$2.46M +23,492 +26%
CFG
174
Citizens Financial Group
Rhode Island
$11.9M +$8.29M +79,081 +228%
WCM
175
Windham Capital Management
Massachusetts
$11.9M -$694K -6,620 -6%