We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BW
151
BIP Wealth
Georgia
$59.8M +$13.4M +80,286 +31%
CCM
152
Condor Capital Management
New Jersey
$59.4M +$535K +3,197 +0.9%
WANY
153
Wealthspire Advisors (New York)
New York
$59M +$1.14M +6,789 +2%
KPWS
154
Kestra Private Wealth Services
Texas
$56.9M +$6.3M +37,627 +13%
Bank of Nova Scotia
155
Bank of Nova Scotia
Ontario, Canada
$55.3M -$1.99M -11,871 -4%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$55.1M -$2.48M -14,837 -4%
CSPIA
157
Cary Street Partners Investment Advisory
Virginia
$55M +$3.96M +23,649 +8%
Vanguard Group
158
Vanguard Group
Pennsylvania
$54M +$8.73M +52,170 +20%
BEC
159
Blue Edge Capital
Virginia
$53.6M +$682K +4,075 +1%
FVWA
160
Foster Victor Wealth Advisors
South Carolina
$53.6M -$610K -3,644 -1%
TWP
161
Total Wealth Planning
Ohio
$52.3M +$891K +5,324 +2%
BRWA
162
B. Riley Wealth Advisors
Florida
$52M -$14.9M -89,127 -23%
AF
163
Allworth Financial
California
$52M +$270K +1,613 +0.5%
Janney Montgomery Scott
164
Janney Montgomery Scott
Pennsylvania
$51.5M -$1.55M -9,255 -3%
PPW
165
Presilium Private Wealth
Pennsylvania
$51.4M +$668K +3,988 +1%
NW
166
NewEdge Wealth
Pennsylvania
$50.8M +$6.5M +38,814 +15%
Bessemer Group
167
Bessemer Group
New Jersey
$50.7M +$866K +5,175 +2%
PFA
168
Pathway Financial Advisors
Vermont
$50.6M +$2.59M +15,489 +6%
EWA
169
EverSource Wealth Advisors
Alabama
$50.6M +$2.27M +13,534 +5%
PIFP
170
Partners in Financial Planning
Virginia
$50.6M -$275K -1,645 -0.6%
OFG
171
Oxford Financial Group
Indiana
$50.3M -$1.09M -6,524 -2%
CAM
172
Cresset Asset Management
Illinois
$50.3M +$899K +5,368 +2%
EWM
173
Empirical Wealth Management
Washington
$49.6M -$1.06M -6,322 -2%
GFWA
174
Grey Fox Wealth Advisors
Delaware
$49.3M +$7.78M +46,454 +20%
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
$49.2M +$1.02M +6,088 +2%