We are live on ! Find out more
VUG icon

Vanguard Morningstar Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1901
Laffer Tengler Investments
Tennessee
$251K -$14K -240 -6%
PFM
1902
Phillips Financial Management
Indiana
$251K +$9.8K +168 +4%
TCWM
1903
Total Clarity Wealth Management
Illinois
$250K – – –
PJWM
1904
Philip James Wealth Mangement
Georgia
$249K -$700 -12 -0.3%
OC
1905
Oarsman Capital
Wisconsin
$249K +$233K +3,990 New
VP
1906
Verum Partners
North Carolina
$248K – – –
SAS
1907
SMI Advisory Services
Indiana
$248K +$223K +3,828 New
WG
1908
Winton Group
United Kingdom
$247K -$2.65M -45,498 -92%
CFSG
1909
Community Financial Services Group
Vermont
$245K – – –
MP
1910
McDonald Partners
Ohio
$245K – – –
AFG
1911
Albion Financial Group
Utah
$243K -$350 -6 -0.2%
CFGA
1912
Cambridge Financial Group (Arizona)
Arizona
$243K +$228K +3,906 New
BHWM
1913
Beaird Harris Wealth Management
Texas
$243K – – –
LAM
1914
Lifestyle Asset Management
Texas
$242K – – –
FCP
1915
Fidelis Capital Partners
Florida
$241K -$26.6K -456 -10%
BAM
1916
Brave Asset Management
New Jersey
$241K +$9.45K +162 +4%
BW
1917
Bison Wealth
Georgia
$241K – – –
ANBT
1918
American National Bank & Trust
Texas
$240K – – –
AC
1919
Anson Capital
Georgia
$240K – – –
PWS
1920
Physician Wealth Solutions
Nevada
$238K – – –
DCM
1921
DGS Capital Management
New Jersey
$238K +$2.1K +36 +1%
MWM
1922
MinichMacGregor Wealth Management
New York
$238K +$223K +3,816 New
PFG
1923
Pinnacle Financial Group
Illinois
$238K +$223K +3,816 New
SCM
1924
Saxony Capital Management
Missouri
$237K – – –
APS
1925
American Planning Services
Florida
$237K +$6.65K +114 +3%