We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SRCM
2026
Signature Resources Capital Management
California
$72.8K -$6.7K -40 -9%
POIA
2027
Pin Oak Investment Advisors
Texas
$72K
Barclays
2028
Barclays
United Kingdom
$71.9K
LWA
2029
Lowe Wealth Advisors
Maryland
$71.9K
T
2030
Tidemark
California
$71.7K
VCM
2031
Viewpoint Capital Management
Washington
$68.5K +$66K +394 New
PCWA
2032
Pacific Capital Wealth Advisors
California
$68.1K
TWD
2033
True Wealth Design
Ohio
$66.9K
AW
2034
Avion Wealth
Texas
$65K +$18.3K +109 +41%
SN
2035
Sittner & Nelson
Oregon
$63.4K
OHWP
2036
Oak Harbor Wealth Partners
North Carolina
$63.2K
YDMI
2037
Y.D. More Investments
Israel
$62.6K
PPC
2038
Park Place Capital
Alabama
$61.9K -$25.6K -153 -30%
SNB
2039
Security National Bank
Nebraska
$61.1K
CI
2040
Cordant Inc
Oregon
$60.4K
PCFFS
2041
Pacific Center for Financial Services
California
$59.9K
BFS
2042
Burkett Financial Services
South Carolina
$59.5K +$2.34K +14 +4%
CWP
2043
Concord Wealth Partners
Virginia
$57.8K +$167 +1 +0.3%
LOIP
2044
Live Oak Investment Partners
Texas
$57.8K
OIA
2045
Optimum Investment Advisors
Illinois
$56.7K +$25.4K +152 +88%
RWM
2046
Ruedi Wealth Management
Illinois
$55.8K -$167 -1 -0.3%
PCA
2047
Providence Capital Advisors
North Carolina
$54.8K -$6.53K -39 -11%
PWMA
2048
Pension & Wealth Management Advisors
Massachusetts
$54.5K
DCM
2049
Davis Capital Management
Florida
$54.1K -$14.1K -84 -21%
AIA
2050
Arcadia Investment Advisors
Idaho
$53.9K