VUG icon

Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1426
Compass Planning Associates
Massachusetts
$903K +$352K +5,226 +56%
TLA
1427
Tanglewood Legacy Advisors
Texas
$901K -$32.8K -486 -3%
SFMG
1428
Sage Financial Management Group
Virginia
$898K – – –
WFPG
1429
Waller Financial Planning Group
Ohio
$897K -$80.9K -1,200 -8%
WAOI
1430
Wealth Advisors of Iowa
Iowa
$897K – – –
MWM
1431
Mascagni Wealth Management
Mississippi
$897K – – –
TNB
1432
Thomasville National Bank
Georgia
$897K -$75.2K -1,116 -7%
WW
1433
Waterfront Wealth
Kansas
$894K +$42.1K +624 +5%
AIMC
1434
Alley Investment Management Company
Illinois
$889K +$11.7K +174 +1%
BWS
1435
Buck Wealth Strategies
Colorado
$887K +$968K +14,352 New
IAG
1436
Investmark Advisory Group
Connecticut
$886K -$4.45K -66 -0.5%
EWA
1437
Evolution Wealth Advisors
Florida
$883K – – –
EAM
1438
Everstar Asset Management
North Carolina
$873K -$333K -4,938 -26%
HIS
1439
Horizon Investment Services
Indiana
$872K -$25.1K -372 -3%
CPWM
1440
Cypress Point Wealth Management
Texas
$865K – – –
BMWM
1441
Brown Miller Wealth Management
Virginia
$860K – – –
NAG
1442
Northstar Advisory Group
New Jersey
$859K -$14.6K -216 -2%
CGA
1443
Crescent Grove Advisors
Illinois
$857K +$239K +3,546 +34%
BPWM
1444
Badgley Phelps Wealth Managers
Washington
$854K -$64.3K -954 -6%
FFWA
1445
FRG Family Wealth Advisors
Washington
$852K – – –
RC
1446
Roundview Capital
New Jersey
$847K +$229K +3,390 +33%
CAM
1447
Carret Asset Management
New York
$847K – – –
TAM
1448
Tocqueville Asset Management
New York
$843K – – –
BSG
1449
Black Swift Group
Colorado
$842K +$10.9K +162 +1%
FSC
1450
Full Sail Capital
Oklahoma
$838K +$219K +3,252 +32%
56 57
58
59 60