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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
GFM
2001
GEN Financial Management
Minnesota
$416K -$27.1K -354 -6%
WTFG
2002
Wells Trecaso Financial Group
Ohio
$416K -$8.25K -108 -2%
CIG
2003
Cascade Investment Group
Colorado
$415K – – –
PCTC
2004
Perkins Coie Trust Company
Washington
$415K – – –
DP
2005
Divergent Planning
Maryland
$415K – – –
EHAM
2006
Eagle Harbor Asset Management
Washington
$415K +$397K +5,190 New
IA
2007
Inspire Advisors
Idaho
$415K +$73.8K +966 +23%
APG
2008
Abacus Planning Group
South Carolina
$412K +$39K +510 +11%
MWP
2009
Meridian Wealth Partners
Pennsylvania
$412K +$68.3K +894 +21%
CMP
2010
Coston McIsaac & Partners
Maine
$411K +$2.29K +30 +0.6%
MWM
2011
MinichMacGregor Wealth Management
New York
$411K – – –
SCM
2012
Sollinda Capital Management
Florida
$410K -$653K -8,550 -63%
FFO
2013
Fiduciary Family Office
Florida
$410K – – –
SC
2014
Solstein Capital
California
$407K – – –
FWMP
2015
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$405K – – –
MPCL
2016
My Personal CFO LLC
Washington
$405K +$77.9K +1,020 +25%
FCFC
2017
First Commonwealth Financial Corp
Pennsylvania
$404K +$61.9K +810 +19%
CCA
2018
Cooper Capital Advisors
California
$404K +$387K +5,058 New
CAM
2019
Concorde Asset Management
Michigan
$404K +$384K +5,022 New
PIM
2020
Pullen Investment Management
Florida
$404K – – –
MSG
2021
Main Street Group
Virginia
$404K – – –
ECA
2022
Elevation Capital Advisory
Oregon
$402K -$9.29M -121,548 -96%
WF
2023
Welch & Forbes
Massachusetts
$402K +$12.4K +162 +3%
WSWA
2024
Warren Street Wealth Advisors
California
$401K +$19.3K +252 +5%
MAM
2025
Mystic Asset Management
Rhode Island
$400K +$34.4K +450 +10%
79 80
81
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