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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
HIMC
2001
Heritage Investors Management Corp
Maryland
$228K -$7.44K -120 -3%
ECAM
2002
East Coast Asset Management
Massachusetts
$228K -$10.4K -168 -5%
ACA
2003
Atlas Capital Advisors
Wyoming
$227K – – –
ORC
2004
O'Rourke & Company
Massachusetts
$227K – – –
MWP
2005
Meridian Wealth Partners
Pennsylvania
$227K +$220K +3,546 New
VFG
2006
Valley Financial Group
Pennsylvania
$227K -$2.6K -42 -1%
SRA
2007
Secured Retirement Advisors
Minnesota
$226K – – –
BLC
2008
Brown, Lisle/Cummings
Rhode Island
$226K +$154K +2,490 +239%
SC
2009
Stephenson & Company
California
$225K – – –
TFA
2010
Teamwork Financial Advisors
Texas
$223K +$11.9K +192 +6%
SCM
2011
Stonehearth Capital Management
Massachusetts
$223K +$11.9K +192 +6%
PA
2012
Paragon Advisors
Texas
$223K +$216K +3,480 New
DWA
2013
Douglass Winthrop Advisors
New York
$222K – – –
GWP
2014
Gen-Wealth Partners
Michigan
$221K +$195K +3,138 +1,376%
OPW
2015
Oxler Private Wealth
New York
$221K – – –
MAM
2016
Mystic Asset Management
Rhode Island
$220K +$213K +3,444 New
SCG
2017
Sonata Capital Group
Washington
$220K – – –
VC
2018
Veracity Capital
Georgia
$220K – – –
NIWA
2019
New Insight Wealth Advisors
California
$220K +$213K +3,438 New
PGF
2020
Plan Group Financial
Oklahoma
$220K +$11.9K +192 +6%
TIA
2021
Traphagen Investment Advisors
New Jersey
$219K – – –
TW
2022
Traveka Wealth
California
$219K -$39.4K -636 -16%
MWA
2023
Moser Wealth Advisors
Washington
$219K – – –
RWP
2024
Ridgecrest Wealth Partners
California
$218K +$9.3K +150 +5%
GPA
2025
Guidance Point Advisors
Massachusetts
$218K +$372 +6 +0.2%
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81
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