News + Filings Key Docs Ownership
|
|
Vanguard Small-Cap Value ETF (VBR)
|
|
|
Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
|
BANK OF AMERICA CORP /DE/
| 11,262,334 | -184,902 | 1,862,790,013,000 | 0.20 | |
Hist
| 06/30/2023 |
|
MORGAN STANLEY
| 4,194,418 | -50,112 | 693,756,986,000 | 0.07 | |
Hist
| 06/30/2023 |
|
ENVESTNET ASSET MANAGEMENT INC
| 3,135,152 | -64,893 | 518,554,133,000 | 0.23 | |
Hist
| 06/30/2023 |
|
ASSETMARK, INC
| 3,130,882 | 139,439 | 517,847,917,000 | 2.03 | |
Hist
| 06/30/2023 |
|
WELLS FARGO & COMPANY/MN
| 1,725,540 | -94,870 | 285,404,298,000 | 0.08 | |
Hist
| 06/30/2023 |
|
UBS Group AG
| 1,692,943 | -95,680 | 280,012,772,000 | 0.09 | |
Hist
| 06/30/2023 |
|
MATHER GROUP, LLC.
| 1,472,073 | -7,620 | 243,480,873,000 | 3.88 | |
Hist
| 06/30/2023 |
|
PNC FINANCIAL SERVICES GROUP, INC.
| 1,296,358 | 23,578 | 214,417,538,000 | 0.18 | |
Hist
| 06/30/2023 |
|
Hackensack Meridian Health, Inc.
| 1,152,604 | 1,983 | 190,640,712,000 | 26.17 | |
Hist
| 06/30/2023 |
|
SEI INVESTMENTS CO
| 1,105,777 | 71,486 | 182,897,150,000 | 0.32 | |
Hist
| 06/30/2023 |
|
GOLDMAN SACHS GROUP INC
| 1,095,069 | 92,282 | 173,853,219,000 | 0.04 | |
Hist
| 03/31/2023 |
|
LPL Financial LLC
| 1,086,925 | 45,030 | 172,560,134,000 | 0.13 | |
Hist
| 03/31/2023 |
|
CHOREO, LLC
| 932,194 | 24,489 | 154,184,875,000 | 5.27 | |
Hist
| 06/30/2023 |
|
HighTower Advisors, LLC
| 826,348 | 49,641 | 136,652,000,000 | 0.27 | |
Hist
| 06/30/2023 |
|
AMERIPRISE FINANCIAL INC
| 730,246 | -49,375 | 120,743,334,000 | 0.04 | |
Hist
| 06/30/2023 |
|
ASPIRIANT, LLC
| 729,490 | -71,734 | 115,842,832,000 | 5.90 | |
Hist
| 12/31/2022 |
|
Allworth Financial LP
| 686,168 | -135,458 | 113,492,277,000 | 0.96 | |
Hist
| 06/30/2023 |
|
Efficient Advisors, LLC
| 649,615 | 58,993 | 107,446,269,000 | 7.02 | |
Hist
| 06/30/2023 |
|
ROYAL BANK OF CANADA
| 568,006 | -54,468 | 93,949,000,000 | 0.02 | |
Hist
| 06/30/2023 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 485,943 | 11,255 | 80,375,081,000 | 0.10 | |
Hist
| 06/30/2023 |
|
Raymond James Financial Services Advisors, Inc.
| 472,776 | -12,577 | 75,105,853,000 | 0.15 | |
Hist
| 12/31/2022 |
|
Savant Capital, LLC
| 442,660 | 107,104 | 73,215,949,000 | 1.14 | |
Hist
| 06/30/2023 |
|
ADVISOR GROUP HOLDINGS, INC.
| 435,690 | -46,053 | 72,117,564,000 | | |
Hist
| 06/30/2023 |
|
Foster Group, Inc.
| 407,615 | 12,145 | 67,419,518,000 | 4.04 | |
Hist
| 06/30/2023 |
|
Rockefeller Capital Management L.P.
| 399,937 | 169,410 | 66,067,454,000 | 0.26 | |
Hist
| 06/30/2023 |
|
Comprehensive Financial Management LLC
| 379,501 | 0 | 62,769,469,000 | 2.07 | |
Hist
| 06/30/2023 |
|
RAYMOND JAMES & ASSOCIATES
| 390,299 | 49,973 | 61,980,573,000 | 0.06 | |
Hist
| 12/31/2022 |
|
Mariner, LLC
| 361,941 | 6,594 | 59,864,929,000 | 0.16 | |
Hist
| 06/30/2023 |
|
STEPHENS GROUP ASSET MANAGEMENT, LLC
| 366,281 | -69,900 | 58,418,157,000 | 6.29 | |
Hist
| 09/30/2023 |
|
Adviser Investments LLC
| 340,105 | 43,059 | 56,253,425,000 | 1.23 | |
Hist
| 06/30/2023 |
|
EXENCIAL WEALTH ADVISORS, LLC
| 340,086 | -3,405 | 56,250,267,000 | 2.58 | |
Hist
| 06/30/2023 |
|
Verus Financial Partners, Inc.
| 300,977 | 7,738 | 51,918,497,000 | 6.55 | |
Hist
| 06/30/2023 |
|
Rodgers & Associates, LTD
| 284,722 | 16,038 | 47,092,952,000 | 6.80 | |
Hist
| 06/30/2023 |
|
Modera Wealth Management, LLC
| 280,289 | 58,391 | 46,359,639,000 | 0.84 | |
Hist
| 06/30/2023 |
|
PDS Planning, Inc
| 287,404 | 9,219 | 45,639,781,000 | 7.29 | |
Hist
| 12/31/2022 |
| << Prev Next >> |
|
|
|
|