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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
2001
Hamilton Wealth
California
$561K -$43.9K -522 -7%
PS
2002
Planned Solutions
California
$560K -$147K -1,746 -21%
DI
2003
Decision Investments
California
$560K -$4.54K -54 -0.8%
SRCM
2004
Signature Resources Capital Management
California
$560K +$48.3K +574 +10%
SF
2005
Slagle Financial
Illinois
$558K +$50.7K +603 +10%
CWA
2006
CogentBlue Wealth Advisors
Tennessee
$556K +$543K +6,458 New
CPC
2007
Cookson Peirce & Co
Pennsylvania
$556K +$218K +2,586 +67%
WCG
2008
Weaver Consulting Group
California
$555K +$421 +5 +0.1%
GAM
2009
GEM Asset Management
Michigan
$553K -$757 -9 -0.1%
FWIA
2010
Fort Washington Investment Advisors
Ohio
$551K – – –
ATI
2011
ARK & TLK Investments
Oklahoma
$550K +$84 +1 +0%
WSCM
2012
Wellington Shields Capital Management
New York
$550K – – –
GFP
2013
Gainline Financial Partners
Colorado
$550K +$538K +6,390 New
AA
2014
Apriem Advisors
California
$547K – – –
RP
2015
Riverbridge Partners
Minnesota
$547K +$146K +1,741 +38%
CIG
2016
Cascade Investment Group
Colorado
$546K +$6.98K +83 +1%
JMA
2017
J.M. Arbour
Maine
$545K +$23.5K +279 +5%
BFP
2018
Briaud Financial Planning
Texas
$545K – – –
ACM
2019
Allred Capital Management
Texas
$544K +$252 +3 +0%
CLA
2020
Carnegie Lake Advisors
New Jersey
$544K -$84 -1 -0%
LWM
2021
Lyell Wealth Management
California
$543K +$60.6K +720 +13%
GC
2022
GFG Capital
Florida
$542K – – –
NRG
2023
Nemes Rush Group
Michigan
$542K +$252 +3 +0%
FFA
2024
First Foundation Advisors
California
$541K – – –
VAM
2025
Verity Asset Management
North Carolina
$541K -$66.2K -787 -11%
79 80
81
82 83