We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2001
Resolute Wealth Advisor
Ohio
$513K – – –
CFG
2002
Cornerstone Financial Group
Nebraska
$512K +$1.46K +7 +0.3%
FDDB
2003
Fidelity D&D Bancorp
Pennsylvania
$512K +$17.1K +82 +4%
SWM
2004
Sterling Wealth Management
Illinois
$512K +$11.5K +55 +2%
TF
2005
Trek Financial
Arizona
$502K +$2.3K +11 +0.5%
PPC
2006
Pennington Partners & Co
Maryland
$501K -$125K -600 -21%
SW
2007
Solidarity Wealth
Utah
$500K – – –
CFAM
2008
Center For Asset Management
Florida
$499K +$1.46K +7 +0.3%
C1AG
2009
Client 1st Advisory Group
Florida
$497K +$9.81K +47 +2%
OAS
2010
Optivise Advisory Services
Tennessee
$493K +$85.8K +411 +22%
EPW
2011
Endeavor Private Wealth
Kansas
$493K – – –
HWM
2012
Horizon Wealth Management
Illinois
$493K – – –
CMP
2013
Christine Messmer PC
Pennsylvania
$491K +$2.3K +11 +0.5%
MPWT
2014
MassMutual Private Wealth & Trust
Connecticut
$490K -$101K -486 -18%
FNB
2015
Farmers National Bank
Kentucky
$487K +$24.4K +117 +6%
MW
2016
Members Wealth
Pennsylvania
$486K – – –
HPWM
2017
High Point Wealth Management
New Jersey
$483K – – –
PMWMG
2018
Parr McKnight Wealth Management Group
Minnesota
$482K -$1.46K -7 -0.3%
JA
2019
JVL Associates
Michigan
$482K – – –
LCAM
2020
London & Capital Asset Management
United Kingdom
$481K +$125K +600 +37%
AAG
2021
Armstrong Advisory Group
Massachusetts
$480K +$209 +1 +0%
OCM
2022
Orion Capital Management
California
$480K -$6.89K -33 -1%
IMT
2023
Investment Management Trust
Massachusetts
$479K +$2.3K +11 +0.5%
NA
2024
Note Advisors
New York
$479K -$1.25K -6 -0.3%
KWM
2025
Kingsman Wealth Management
Florida
$479K +$2.3K +11 +0.5%
79 80
81
82 83