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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
2001
Clear Harbor Asset Management
Connecticut
$356K +$75.4K +1,122 +28%
BFP
2002
Beacon Financial Planning
Massachusetts
$356K -$4.84K -72 -1%
CIG
2003
Cascade Investment Group
Colorado
$355K +$35.9K +534 +11%
OWM
2004
Opes Wealth Management
California
$355K – – –
TMWM
2005
Taylor & Morgan Wealth Management
Michigan
$353K -$4.84K -72 -1%
TC
2006
Truvestments Capital
Florida
$353K +$403 +6 +0.1%
AA
2007
Apriem Advisors
California
$353K – – –
DAC
2008
Dividend Assets Capital
South Carolina
$353K – – –
FWMP
2009
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$353K +$347K +5,160 New
HCMT
2010
Highland Capital Management (Tennessee)
Tennessee
$353K +$403 +6 +0.1%
WTFG
2011
Wells Trecaso Financial Group
Ohio
$352K -$33.1K -492 -9%
4WM
2012
49 Wealth Management
Texas
$351K +$68.5K +1,020 +25%
RWS
2013
Retirement Wealth Solutions
Wisconsin
$350K +$347K +5,160 New
TIA
2014
Traphagen Investment Advisors
New Jersey
$350K +$114K +1,692 +49%
HBW
2015
Hazlett, Burt & Watson
West Virginia
$349K +$2.82K +42 +0.8%
DBRC
2016
D.B. Root & Company
Pennsylvania
$348K – – –
SGA
2017
Sustainable Growth Advisers
Connecticut
$348K – – –
TC
2018
TFR Capital
Texas
$347K +$341K +5,070 New
VF
2019
Vawter Financial
Ohio
$346K – – –
MCC
2020
Maiden Cove Capital
Maine
$346K – – –
MSG
2021
Main Street Group
Virginia
$346K +$235K +3,498 +225%
PIM
2022
Pullen Investment Management
Florida
$346K – – –
FSA
2023
Financial Security Advisor
Virginia
$345K +$403 +6 +0.1%
LCM
2024
LVM Capital Management
Michigan
$344K -$116K -1,728 -26%
WQ
2025
Wealth Quarterback
New Jersey
$343K +$403 +6 +0.1%
79 80
81
82 83