We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1776
Perissos Private Wealth Management
Oklahoma
$243K +$242K +1,515 New
VPWA
1777
Vestia Personal Wealth Advisors
Indiana
$243K +$242K +1,515 New
PBO
1778
Peoples Bank (Ohio)
Ohio
$242K -$2.4K -15 -1%
KLCM
1779
KG&L Capital Management
Louisiana
$242K +$20.1K +126 +9%
IP
1780
Ignite Planners
California
$242K -$3.36K -21 -1%
EM
1781
Excalibur Management
Massachusetts
$242K -$25.6K -160 -10%
MWP
1782
Meridian Wealth Partners
Pennsylvania
$242K +$20.5K +128 +9%
RAM
1783
Redmond Asset Management
Virginia
$242K +$241K +1,507 New
GC
1784
Guidance Capital
Kentucky
$241K -$1M -6,282 -81%
FPGT
1785
Financial Partners Group (Tennessee)
Tennessee
$241K – – –
HCA
1786
Harbour Capital Advisors
Virginia
$240K – – –
MCM
1787
Morton Capital Management
California
$239K -$29.7K -186 -11%
GFS
1788
GYL Financial Synergies
Connecticut
$239K -$3.52K -22 -1%
AO
1789
Advisor OS
Illinois
$239K +$14.2K +89 +6%
MSG
1790
Main Street Group
Virginia
$239K -$31.2K -195 -12%
TWP
1791
Tyche Wealth Partners
Texas
$238K – – –
HWMC
1792
Heritage Wealth Management (California)
California
$237K -$71.8K -449 -23%
SAM
1793
Silvercrest Asset Management
New York
$237K – – –
ASI
1794
Advisory Services & Investments
Oregon
$236K – – –
TNA
1795
True North Advisors
Texas
$236K – – –
UOTTAIMCU
1796
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$235K +$234K +1,467 New
RLIM
1797
Red Lighthouse Investment Management
New York
$235K -$8.95K -56 -4%
APW
1798
Aurora Private Wealth
New Jersey
$235K – – –
TC
1799
Truvestments Capital
Florida
$235K +$4.79K +30 +2%
WWP
1800
WR Wealth Planners
Missouri
$234K -$23.7K -148 -9%
70 71
72
73 74