We are live on ! Find out more
VUG icon

Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BRM
701
Boston Research & Management
Massachusetts
$266K +$252K +10,230 New
RFA
702
Reilly Financial Advisors
California
$263K -$143K -5,814 -37%
CAG
703
Csenge Advisory Group
Florida
$260K +$8.14K +330 +3%
OFG
704
Oxford Financial Group
Indiana
$259K +$245K +9,942 New
CFD
705
Creative Financial Designs
Indiana
$258K -$50.2K -2,034 -17%
SFS
706
Summit Financial Strategies
Ohio
$257K – – –
BFG
707
Bouchey Financial Group
New York
$257K +$14.4K +582 +6%
AIM
708
Anchor Investment Management
South Carolina
$256K -$2.96K -120 -1%
ODIJL
709
One Day In July LLC
Vermont
$251K – – –
CCM
710
Colorado Capital Management
Colorado
$249K – – –
BWA
711
BDO Wealth Advisors
Florida
$248K +$16.7K +678 +8%
Rockefeller Capital Management
712
Rockefeller Capital Management
New York
$246K +$233K +9,444 New
WCM
713
WealthBridge Capital Management
Ohio
$245K +$41.6K +1,686 +23%
PWW
714
Pettyjohn Wood & White
Virginia
$243K – – –
BHIA
715
Birch Hill Investment Advisors
Massachusetts
$242K +$230K +9,300 New
SWA
716
SFMG Wealth Advisors
Texas
$241K -$5.33K -216 -2%
CG
717
CFO4Life Group
Texas
$241K – – –
EFS
718
Essex Financial Services
Connecticut
$239K -$174K -7,032 -43%
VWM
719
Valley Wealth Managers
New Jersey
$238K +$225K +9,114 New
BEAM
720
Baker Ellis Asset Management
Washington
$235K -$29.6K -1,200 -12%
FBFS
721
First Business Financial Services
Wisconsin
$235K – – –
CAMG
722
CWA Asset Management Group
Florida
$233K -$107K -4,332 -33%
AWE
723
Avidian Wealth Enterprises
Texas
$233K – – –
V
724
Veritable
Delaware
$233K +$220K +8,934 New
GWAG
725
Garrett Wealth Advisory Group
Texas
$230K +$217K +8,796 New