We are live on ! Find out more
VUG icon

Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
2001
Clare Market Investments
Texas
$306K – – –
EBT
2002
Enterprise Bank & Trust
Massachusetts
$306K – – –
MWM
2003
Melfa Wealth Management
Massachusetts
$306K – – –
FFL
2004
Financial Freedom LLC
Ohio
$305K +$405 +6 +0.1%
HIG
2005
Heritage Investment Group
Florida
$305K – – –
HA
2006
Huntleigh Advisors
Missouri
$305K +$4.05K +60 +1%
MBT
2007
Montecito Bank & Trust
California
$304K -$176K -2,610 -35%
BOS
2008
Bank of Stockton
California
$304K – – –
WP
2009
WealthPLAN Partners
Nebraska
$304K – – –
LCM
2010
LVM Capital Management
Michigan
$303K -$8.09K -120 -2%
HBW
2011
Hazlett, Burt & Watson
West Virginia
$302K -$11.7K -174 -3%
MAWA
2012
Moss Adams Wealth Advisors
Washington
$302K +$15.8K +234 +5%
BFP
2013
Briaud Financial Planning
Texas
$301K +$268K +3,972 +441%
BAMG
2014
Brand Asset Management Group
Missouri
$300K +$17.4K +258 +6%
WSWA
2015
Warren Street Wealth Advisors
California
$300K -$35.6K -528 -10%
DWS
2016
Dynamic Wealth Strategies
California
$300K – – –
IWP
2017
Innova Wealth Partners
Pennsylvania
$299K – – –
MC
2018
Matisse Capital
Oregon
$298K – – –
DP
2019
Divergent Planning
Maryland
$298K – – –
SIAG
2020
Safeguard Investment Advisory Group
California
$298K +$405 +6 +0.1%
JTWM
2021
Jackson Thornton Wealth Management
Alabama
$298K +$70.4K +1,044 +26%
AW
2022
Alaethes Wealth
Nevada
$297K +$106K +1,572 +49%
JJBC
2023
James J. Burns & Company
New York
$297K +$5.26K +78 +2%
AWA
2024
Adapt Wealth Advisors
Georgia
$297K – – –
DQRIM
2025
Dale Q Rice Investment Management
Washington
$297K +$324K +4,800 New
79 80
81
82 83