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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
2001
First Interstate Bank
Montana
$357K +$39.9K +606 +14%
WF
2002
Welch & Forbes
Massachusetts
$356K -$147K -2,232 -31%
BFP
2003
Briaud Financial Planning
Texas
$355K – – –
SCA
2004
Sulzberger Capital Advisors
Florida
$354K -$18.2K -276 -5%
DWS
2005
Dynamic Wealth Strategies
California
$354K – – –
EIA
2006
Eastover Investment Advisors
North Carolina
$354K -$15.4K -234 -5%
4WM
2007
49 Wealth Management
Texas
$354K -$56.9K -864 -15%
CNBT
2008
Cornerstone National Bank & Trust
Illinois
$353K -$76.6K -1,164 -19%
IWP
2009
Innova Wealth Partners
Pennsylvania
$353K – – –
HWA
2010
Heritage Wealth Advisors
Virginia
$353K -$143K -2,166 -31%
MC
2011
Matisse Capital
Oregon
$352K – – –
FA
2012
FSA Advisors
Michigan
$352K -$399K -6,060 -56%
AW
2013
Alaethes Wealth
Nevada
$352K – – –
AWA
2014
Adapt Wealth Advisors
Georgia
$351K – – –
WC
2015
Waterloo Capital
Texas
$351K -$693K -10,530 -69%
RWS
2016
Resolute Wealth Strategies
Mississippi
$349K – – –
IF
2017
IRON Financial
Illinois
$349K – – –
WSWA
2018
Warren Street Wealth Advisors
California
$349K -$5.53K -84 -2%
SFG
2019
Sather Financial Group
Texas
$347K – – –
JWM
2020
JGP Wealth Management
Oregon
$347K +$39.5K +600 +14%
SCM
2021
Saxony Capital Management
Missouri
$347K +$62K +942 +25%
AC
2022
Anson Capital
Georgia
$346K – – –
EBT
2023
Enterprise Bank & Trust
Massachusetts
$344K -$15.8K -240 -5%
TAM
2024
Tucker Asset Management
Colorado
$343K +$52.5K +798 +20%
PP
2025
Pacifica Partners
Canada
$343K -$73.9K -1,122 -19%
79 80
81
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