We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
UWM
1951
United Wealth Management
Virginia
$559K – – –
CIS
1952
Continental Investors Services
Washington
$557K -$34.9K -167 -6%
LRPA
1953
L. Roy Papp & Associates
Arizona
$556K -$97.3K -466 -15%
IA
1954
Invested Advisors
Pennsylvania
$556K +$532K +2,549 New
BWP
1955
Barlow Wealth Partners
Kentucky
$555K – – –
CFP
1956
Catalyst Financial Partners
Massachusetts
$553K -$191K -914 -26%
NDSI
1957
Newman Dignan & Sheerar Inc
Rhode Island
$553K +$418 +2 +0.1%
IIC
1958
Ironwood Investment Counsel
Arizona
$551K +$28.8K +138 +6%
PGA
1959
Portland Global Advisors
Maine
$550K – – –
XAU
1960
XP Advisory US
Florida
$549K +$526K +2,520 New
OFG
1961
Opulen Financial Group
Virginia
$548K +$10.4K +50 +2%
MIC
1962
Means Investment Company
Maine
$548K +$2.51K +12 +0.5%
GSC
1963
Ground Swell Capital
South Carolina
$544K +$522K +2,498 New
SWM
1964
Stockman Wealth Management
Montana
$543K +$213K +1,020 +69%
AW
1965
Ankerstar Wealth
Texas
$541K -$10.7K -51 -2%
CFA
1966
Capstone Financial Advisors
Illinois
$541K +$65.6K +314 +14%
BWIA
1967
Bryant Woods Investment Advisors
New York
$539K – – –
CAM
1968
Cidel Asset Management
Ontario, Canada
$539K – – –
PWPS
1969
Pinnacle Wealth Planning Services
Ohio
$538K +$18.4K +88 +4%
BF
1970
Brooklyn FI
New York
$538K +$1.88K +9 +0.4%
RWP
1971
Revolve Wealth Partners
New Jersey
$537K -$46.8K -224 -8%
BTWM
1972
Baker Tilly Wealth Management
Wisconsin
$535K +$4.8K +23 +0.9%
IIA
1973
Integral Investment Advisors
California
$534K +$17.8K +85 +4%
PFA
1974
Petra Financial Advisors
Colorado
$533K +$511K +2,448 New
AWM
1975
Able Wealth Management
New Jersey
$533K +$18.2K +87 +4%
77 78
79
80 81