We are live on ! Find out more
VUG icon

Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EP
926
Eudaimonia Partners
Tennessee
$183K -$138K -4,620 -40%
KBFS
927
Kohmann Bosshard Financial Services
Ohio
$181K – – –
RDWM
928
Red Door Wealth Management
Tennessee
$181K – – –
CB
929
Community Bank
New York
$179K +$73.7K +2,460 +56%
BMM
930
Berkshire Money Management
Massachusetts
$178K -$14.6M -486,354 -99%
BWM
931
BerganKDV Wealth Management
Minnesota
$175K – – –
PAA
932
Peregrine Asset Advisers
Oregon
$174K -$7.01K -234 -3%
BBA
933
Braun-Bostich & Associates
Pennsylvania
$167K – – –
SWM
934
Sugarloaf Wealth Management
Georgia
$167K – – –
ACM
935
AUA Capital Management
Pennsylvania
$158K +$181K +6,036 New
WQ
936
Wealth Quarterback
New Jersey
$157K -$87K -2,904 -33%
RWA
937
Ropes Wealth Advisors
Massachusetts
$155K – – –
Kayne Anderson Rudnick Investment Management
938
Kayne Anderson Rudnick Investment Management
California
$154K – – –
FMII
939
Farmers & Merchants Investments Inc
Nebraska
$154K +$25.2K +840 +17%
MWM
940
MBE Wealth Management
Wisconsin
$153K +$176K +5,868 New
KPCM
941
Kings Point Capital Management
New York
$149K – – –
OSAM
942
O'Shaughnessy Asset Management
Connecticut
$149K +$171K +5,700 New
HGWM
943
Harvest Group Wealth Management
Massachusetts
$143K – – –
VCP
944
Verus Capital Partners
Arizona
$141K -$18K -600 -10%
KFI
945
Key Financial Inc
Pennsylvania
$140K +$158K +5,286 New
SFG
946
Sowa Financial Group
Rhode Island
$131K – – –
GSWM
947
Golden State Wealth Management
California
$130K +$149K +4,986 New
TC
948
Truvestments Capital
Florida
$122K -$6.47M -215,988 -98%
JPLA
949
Joseph P. Lucia & Associates
New York
$122K -$26.6K -888 -16%
HDIM
950
Hanson & Doremus Investment Management
Vermont
$122K – – –