We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
201
Private Portfolio Partners
New Jersey
$31.8M +$969K +6,766 +3%
Buckingham Strategic Wealth
202
Buckingham Strategic Wealth
Missouri
$31M -$3.09M -21,571 -9%
SIA
203
Schechter Investment Advisors
Michigan
$30.8M -$451K -3,146 -1%
OMIC
204
Old Mission Investment Co
Michigan
$30.4M -$377K -2,630 -1%
TPW
205
TL Private Wealth
Texas
$30.1M +$1.71M +11,935 +6%
LGA
206
Lebenthal Global Advisors
New York
$29.7M -$542K -3,782 -2%
CSWM
207
Cassady Schiller Wealth Management
Ohio
$29.4M +$1.32M +9,187 +5%
T
208
TrueFG
Texas
$29.4M +$1.21M +8,449 +4%
FC
209
Forte Capital
New York
$29.1M -$1.62M -11,329 -5%
OPAM
210
Ocean Park Asset Management
California
$29.1M +$765K +5,340 +3%
PCA
211
Prosperity Capital Advisors
Ohio
$28.7M +$7.28M +50,798 +32%
RCG
212
Regatta Capital Group
California
$28.6M +$990K +6,910 +3%
BWFA
213
Baltimore-Washington Financial Advisors
Maryland
$28.6M -$1.16M -8,110 -4%
FPIS
214
Financial Planning & Information Services
Wisconsin
$28.2M +$1.39M +9,722 +5%
AWM
215
Angeles Wealth Management
California
$28.1M -$2.41M -16,840 -8%
3LCM
216
3D/L Capital Management
Connecticut
$28.1M -$2.55M -17,781 -8%
Arax Advisory Partners
217
Arax Advisory Partners
Colorado
$27.6M +$482K +3,361 +2%
ACA
218
Affinity Capital Advisors
California
$27.6M -$2.87M -20,001 -9%
LWM
219
Ledge Wealth Management
Minnesota
$27.5M +$885K +6,175 +3%
HP
220
Hilltop Partners
Indiana
$27.1M +$9.21M +64,268 +49%
EverSource Wealth Advisors
221
EverSource Wealth Advisors
Alabama
$26.6M +$4.97M +34,714 +22%
JCM
222
Jacobsen Capital Management
Utah
$26.5M -$729K -5,090 -3%
M&T Bank
223
M&T Bank
New York
$26.5M +$4M +27,943 +17%
SIA
224
Strategic Investment Advisors
Michigan
$26.4M -$22.8M -159,354 -45%
Perfromance Wealth Partners
225
Perfromance Wealth Partners
Illinois
$26.3M -$26.4M -184,342 -49%