We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
151
Wealthspire Advisors (New York)
New York
$47.3M -$5.65M -41,052 -11%
CCM
152
Condor Capital Management
New Jersey
$47.1M +$387K +2,810 +0.8%
AAS
153
Avantax Advisory Services
Texas
$46.6M +$3.24M +23,551 +8%
BEC
154
Blue Edge Capital
Virginia
$45.8M -$718K -5,214 -2%
SP
155
Symmetry Partners
Connecticut
$44.5M +$4.2M +30,510 +11%
W
156
WealthOne
New York
$44.1M +$2.42M +17,539 +6%
EI
157
Ellevest Inc
New York
$44M +$688K +4,998 +2%
PRWA
158
Platte River Wealth Advisors
Colorado
$44M +$1.79M +12,982 +4%
JW
159
Jenkins Wealth
Colorado
$43.3M +$42.5M +308,390 New
GT
160
Glenmede Trust
Pennsylvania
$42.9M +$9.85M +71,488 +31%
AAS
161
Ameritas Advisory Services
Nebraska
$42.7M +$2.56M +18,616 +7%
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$42.6M +$2.38M +17,250 +6%
SQA
163
Simon Quick Advisors
New Jersey
$41.9M -$547K -3,972 -1%
FMWA
164
Forvis Mazars Wealth Advisors
Missouri
$40.9M +$9.05M +65,737 +29%
OFG
165
Oxford Financial Group
Indiana
$40.3M +$2.92M +21,212 +8%
EWA
166
Exencial Wealth Advisors
Oklahoma
$40M +$2.79M +20,231 +8%
PIFP
167
Partners in Financial Planning
Virginia
$39.9M +$66.3K +481 +0.2%
HWAM
168
Hennion & Walsh Asset Management
New Jersey
$39.7M -$828K -6,010 -2%
JHCM
169
Juniper Hill Capital Management
California
$39.3M
NW
170
NewEdge Wealth
Pennsylvania
$39.1M -$2.99M -21,734 -7%
Janney Montgomery Scott
171
Janney Montgomery Scott
Pennsylvania
$38.9M +$3.39M +24,628 +10%
IAIM
172
Industrial Alliance Investment Management
Quebec, Canada
$38.8M
RWB
173
RMR Wealth Builders
New Jersey
$38.7M +$1.37M +9,935 +4%
SF
174
Summit Financial
New Jersey
$38.6M -$467K -3,393 -1%
PAG
175
Private Advisor Group
New Jersey
$38M +$19.5M +141,249 +32%