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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
AMBIA
2001
Allen Mooney & Barnes Investment Advisors
Georgia
$568K -$76.1K -904 -12%
ICP
2002
Impact Capital Partners
Colorado
$568K -$259K -3,079 -32%
TCM
2003
Twele Capital Management
Minnesota
$567K -$16.9K -201 -3%
JWM
2004
JGP Wealth Management
Oregon
$567K -$24.7K -294 -4%
TWM
2005
Topsail Wealth Management
North Carolina
$567K – – –
PA
2006
PW Advisors
Florida
$567K -$48.1K -572 -8%
WF
2007
Welch & Forbes
Massachusetts
$566K +$14.1K +168 +3%
FVWA
2008
Foster Victor Wealth Advisors
South Carolina
$566K +$35.3K +419 +7%
BOSSRA
2009
B.O.S.S. Retirement Advisors
Utah
$565K +$22.6K +268 +4%
CFG
2010
Chapman Financial Group
Hawaii
$565K – – –
PIN
2011
Prudent Investors Network
California
$564K -$127K -1,506 -19%
LTI
2012
Laffer Tengler Investments
Tennessee
$563K – – –
CIS
2013
Continental Investors Services
Washington
$562K -$3.04M -36,075 -85%
WMWM
2014
Whitaker-Myers Wealth Managers
Ohio
$562K +$3.96K +47 +0.7%
HW
2015
Hamilton Wealth
California
$561K -$43.9K -522 -7%
PS
2016
Planned Solutions
California
$560K -$147K -1,746 -21%
DI
2017
Decision Investments
California
$560K -$4.54K -54 -0.8%
SRCM
2018
Signature Resources Capital Management
California
$560K +$48.3K +574 +10%
SF
2019
Slagle Financial
Illinois
$558K +$50.7K +603 +10%
CWA
2020
CogentBlue Wealth Advisors
Tennessee
$556K +$543K +6,458 New
CPC
2021
Cookson Peirce & Co
Pennsylvania
$556K +$218K +2,586 +67%
WCG
2022
Weaver Consulting Group
California
$555K +$421 +5 +0.1%
GAM
2023
GEM Asset Management
Michigan
$553K -$757 -9 -0.1%
FWIA
2024
Fort Washington Investment Advisors
Ohio
$551K – – –
ATI
2025
ARK & TLK Investments
Oklahoma
$550K +$84 +1 +0%
79 80
81
82 83