We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TG
1976
TCW Group
California
$430K +$423K +2,249 New
RT
1977
Rockland Trust
Massachusetts
$429K +$137K +726 +48%
MAM
1978
Milestone Asset Management
Pennsylvania
$428K -$331K -1,761 -44%
PFO
1979
Pioneer Family Office
Florida
$427K +$421K +2,237 New
AAG
1980
Armstrong Advisory Group
Massachusetts
$427K +$188 +1 +0%
AWAG
1981
ARS Wealth Advisors Group
Florida
$427K +$752 +4 +0.2%
C1AG
1982
Client 1st Advisory Group
Florida
$427K – – –
CMP
1983
Christine Messmer PC
Pennsylvania
$426K +$419K +2,229 New
RSWA
1984
Robinson Smith Wealth Advisors
Maine
$425K -$51.9K -276 -11%
PIN
1985
Prudent Investors Network
California
$425K +$32.4K +172 +8%
CFA
1986
Capstone Financial Advisors
Illinois
$424K +$36.5K +194 +10%
JA
1987
JVL Associates
Michigan
$423K +$376 +2 +0.1%
HWA
1988
HHM Wealth Advisors
Tennessee
$422K +$26.1K +139 +7%
CCP
1989
Cane Capital Partners
Louisiana
$422K +$416K +2,209 New
FPW
1990
Fairvoy Private Wealth
Alabama
$422K -$38.6K -205 -8%
PP
1991
Patten & Patten
Tennessee
$421K – – –
IIA
1992
Integral Investment Advisors
California
$420K – – –
TCM
1993
Telos Capital Management
California
$419K +$167K +886 +68%
C
1994
Croban
Ohio
$418K – – –
LWANC
1995
Laurel Wealth Advisors (North Carolina)
North Carolina
$417K – – –
KWM
1996
Kingsman Wealth Management
Florida
$415K +$4.14K +22 +1%
BRWM
1997
Blue Rock Wealth Management
North Carolina
$414K +$3.95K +21 +1%
AIP
1998
ARS Investment Partners
New York
$412K +$30.1K +160 +8%
FDDB
1999
Fidelity D&D Bancorp
Pennsylvania
$412K +$26.1K +139 +7%
LWM
2000
Lionshead Wealth Management
New York
$412K +$1.5K +8 +0.4%
78 79
80
81 82