VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
1801
Truvestments Capital
Florida
$235K +$4.79K +30 +2%
WWP
1802
WR Wealth Planners
Missouri
$234K -$23.7K -148 -9%
LF
1803
Lantz Financial
Illinois
$232K – – –
EFN
1804
Equita Financial Network
Pennsylvania
$232K +$231K +1,446 New
SSC
1805
Syverson Strege & Co
Iowa
$231K – – –
AAS
1806
Asset Allocation Strategies
Michigan
$231K +$230K +1,440 New
NCM
1807
Novare Capital Management
North Carolina
$231K -$20K -125 -8%
MSWM
1808
McGlone Suttner Wealth Management
Wisconsin
$230K – – –
AWP
1809
Avid Wealth Partners
Texas
$230K +$230K +1,436 New
FNT
1810
First Nebraska Trust
Nebraska
$230K – – –
SCA
1811
Stonebridge Capital Advisors
Minnesota
$229K -$52.3K -327 -19%
EHAM
1812
Eagle Harbor Asset Management
Washington
$229K -$4.79K -30 -2%
TD Asset Management
1813
TD Asset Management
Ontario, Canada
$229K – – –
BPAMU
1814
BTG Pactual Asset Management US
New York
$229K +$228K +1,425 New
FWA
1815
FSM Wealth Advisors
Ohio
$228K -$42.8K -268 -16%
ACP
1816
Aviance Capital Partners
Florida
$228K +$23.3K +146 +11%
OA
1817
Operose Advisors
Wisconsin
$228K +$3.04K +19 +1%
FIM
1818
Fernwood Investment Management
Massachusetts
$227K – – –
PWA
1819
PCG Wealth Advisors
Kansas
$226K -$13.6K -85 -6%
JFG
1820
JDM Financial Group
Texas
$226K – – –
DSC
1821
Duncker Streett & Co
Missouri
$226K – – –
MWA
1822
Mills Wealth Advisors
Texas
$226K -$18.4K -115 -8%
JWM
1823
JPL Wealth Management
Colorado
$226K -$31.2K -195 -12%
HSWS
1824
Higgins & Schmidt Wealth Strategies
Colorado
$225K – – –
VFG
1825
Valley Financial Group
Pennsylvania
$225K -$11.3K -71 -5%