We are live on ! Find out more
VUG icon

Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCIA
101
Mountain Capital Investment Advisors
Colorado
$92.5M -$833K -14,292 -1%
FSWA
102
Financial Synergies Wealth Advisors
Texas
$92.3M -$909K -15,588 -1%
CIAS
103
CFS Investment Advisory Services
New Jersey
$91.8M +$85.9M +1,473,072 New
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$91.6M +$401K +6,882 +0.5%
MWA
105
Martel Wealth Advisors
Washington
$89.8M -$2.83M -48,522 -3%
SF
106
Summit Financial
New Jersey
$89.4M +$21.2M +364,176 +34%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$88.2M -$432K -7,404 -0.5%
WLIM
108
White Lighthouse Investment Management
Massachusetts
$88M +$393K +6,738 +0.5%
VCP
109
Vista Capital Partners
Oregon
$86.5M -$2.18M -37,374 -3%
Bessemer Group
110
Bessemer Group
New Jersey
$84.3M +$6.27M +107,472 +9%
GT
111
Glenmede Trust
Pennsylvania
$84.2M -$220K -3,774 -0.3%
RZH
112
Relyea Zuckerberg Hanson
Connecticut
$83.7M +$1.73M +29,598 +2%
BOPW
113
Brandywine Oak Private Wealth
Pennsylvania
$83.5M -$5.33M -91,350 -6%
Pathstone Holdings
114
Pathstone Holdings
New Jersey
$82.8M -$33.1M -567,624 -30%
BRWA
115
B. Riley Wealth Advisors
Florida
$82.3M -$45.1M -773,328 -37%
CA
116
CSM Advisors
Pennsylvania
$79.1M
NRA
117
NSI Retail Advisors
Pennsylvania
$77.3M
SPIA
118
Steward Partners Investment Advisory
New York
$77.3M +$3.12M +53,514 +5%
Cerity Partners
119
Cerity Partners
New York
$77M +$7.45M +127,830 +12%
Betterment LLC
120
Betterment LLC
New York
$75.4M -$119K -2,034 -0.2%
CHP
121
Cable Hill Partners
Oregon
$75.1M -$1.05M -17,988 -1%
RWB
122
RMR Wealth Builders
New Jersey
$74.7M +$1.66M +28,506 +2%
BCM
123
Becker Capital Management
Oregon
$74.6M +$2.23M +38,280 +3%
AI
124
Atria Investments
North Carolina
$73.4M -$49.3K -846 -0.1%
William Blair & Company
125
William Blair & Company
Illinois
$72.4M +$7.36M +126,246 +12%