We are live on ! Find out more
VUG icon

Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
701
MV Capital Management
Maryland
$509K – – –
HSA
702
HBK Sorce Advisory
Pennsylvania
$507K -$328K -11,370 -41%
CAM
703
Cidel Asset Management
Ontario, Canada
$505K – – –
BA
704
Ballast Advisors
Minnesota
$503K +$478K +16,566 New
CT
705
Caldwell Trust
Florida
$502K +$477K +16,518 New
GKWIM
706
Gerber Kawasaki Wealth & Investment Management
California
$501K +$2.43K +84 +0.5%
TCM
707
Tandem Capital Management
New Jersey
$499K +$475K +16,446 New
FFSOTS
708
Fiduciary Financial Services of The Southwest
Texas
$498K – – –
AL
709
Aspiriant LLC
California
$493K – – –
PIMG
710
Patriot Investment Management Group
Tennessee
$488K – – –
VFA
711
Valeo Financial Advisors
Indiana
$485K +$252K +8,730 +120%
BCP
712
Berkeley Capital Partners
Georgia
$484K -$52.7K -1,824 -10%
SSWM
713
Smith Salley Wealth Management
North Carolina
$484K -$24.1K -834 -5%
FSC
714
Full Sail Capital
Oklahoma
$482K – – –
PSF
715
Pacific Sun Financial
California
$482K – – –
KFGK
716
Keystone Financial Group (Kentucky)
Kentucky
$478K +$47.5K +1,644 +12%
ACI
717
Alpha Cubed Investments
California
$474K -$88.4K -3,060 -16%
CAM
718
Covenant Asset Management
New Jersey
$474K -$11.8K -408 -3%
BRC
719
BHF RG Capital
Arizona
$472K +$449K +15,546 New
AC
720
Alley Company
Illinois
$471K -$92.7K -3,210 -17%
TIA
721
Traphagen Investment Advisors
New Jersey
$471K – – –
FNBOO
722
First National Bank of Omaha
Nebraska
$469K +$214K +7,398 +92%
IF
723
IRON Financial
Illinois
$468K +$3.29K +114 +0.7%
CIA
724
Compass Ion Advisors
Pennsylvania
$467K +$445K +15,396 New
FWM
725
Focused Wealth Management
New York
$466K +$202K +6,984 +84%
27 28
29
30 31