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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2001
Blue Bell Private Wealth Management
Pennsylvania
$70.9K +$19.5K +354 +40%
GKIM
2002
GW&K Investment Management
Massachusetts
$69K – – –
LIA
2003
Luken Investment Analytics
Tennessee
$68.8K – – –
GWSA
2004
Global Wealth Strategies & Associates
Colorado
$67.5K -$23.4K -426 -27%
FMB
2005
Field & Main Bank
Kentucky
$67.1K – – –
OHWP
2006
Oak Harbor Wealth Partners
North Carolina
$67.1K – – –
PAM
2007
Palisade Asset Management
Minnesota
$66.1K +$63.3K +1,152 New
OWA
2008
Opal Wealth Advisors
New York
$65.7K +$63K +1,146 New
RLIM
2009
Red Lighthouse Investment Management
New York
$65.7K – – –
CHC
2010
City Holding Co
West Virginia
$64K – – –
CBT
2011
CoreFirst Bank & Trust
Kansas
$64K – – –
BLC
2012
Brown, Lisle/Cummings
Rhode Island
$59.9K – – –
GWM
2013
Grand Wealth Management
Michigan
$58.6K -$3.63K -66 -6%
DF
2014
Dunhill Financial
United Kingdom
$57.1K -$11.2K -204 -17%
AIP
2015
Ameritas Investment Partners
Nebraska
$56.4K -$22.1K -402 -29%
BAM
2016
Bellevue Asset Management
Washington
$56.3K – – –
GBT
2017
Grove Bank & Trust
Florida
$54.7K +$19.5K +354 +59%
TF
2018
Tompkins Financial
New York
$53K +$50.8K +924 New
MMG
2019
Monetary Management Group
Missouri
$51.6K – – –
TCM
2020
Tradewinds Capital Management
Washington
$51.6K – – –
MBFW
2021
Morton Brown Family Wealth
Pennsylvania
$49.2K – – –
CICI
2022
Capital Investment Counsel Inc
North Carolina
$48.9K – – –
WPWM
2023
Western Pacific Wealth Management
Illinois
$48.9K +$46.9K +852 New
PCFFS
2024
Pacific Center for Financial Services
California
$47.8K +$30.7K +558 +202%
PGAM
2025
Princeton Global Asset Management
New Jersey
$47.8K +$45.9K +834 New
79 80
81
82 83