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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
BTIM
2001
BancFirst Trust & Investment Management
Oklahoma
$521K – – –
QCIG
2002
Quad-Cities Investment Group
Iowa
$521K – – –
GWAG
2003
Garrett Wealth Advisory Group
Texas
$520K +$974 +12 +0.2%
WA
2004
Westfuller Advisors
New York
$520K -$26.8K -330 -5%
ATI
2005
ARK & TLK Investments
Oklahoma
$520K -$37.5K -462 -7%
ZIG
2006
Zullo Investment Group
Pennsylvania
$520K – – –
BLWM
2007
Bucket List Wealth Management
Florida
$518K +$517K +6,372 New
KIA
2008
Koenig Investment Advisory
Oregon
$517K +$541K +6,666 New
AA
2009
Apriem Advisors
California
$517K – – –
TWM
2010
TCFG Wealth Management
California
$516K – – –
MTIC
2011
Missouri Trust & Investment Company
Missouri
$515K -$11.7K -144 -2%
BFP
2012
Briaud Financial Planning
Texas
$514K +$118K +1,452 +30%
WF
2013
Welch & Forbes
Massachusetts
$514K +$105K +1,290 +26%
NRG
2014
Nemes Rush Group
Michigan
$512K +$24.3K +300 +5%
PWM
2015
Penobscot Wealth Management
Maine
$511K – – –
FFA
2016
First Foundation Advisors
California
$511K – – –
TFM
2017
Trademark Financial Management
Minnesota
$511K +$11.7K +144 +2%
BBA
2018
Braun-Bostich & Associates
Pennsylvania
$510K +$36.5K +450 +8%
SKK
2019
Shepherd Kaplan Krochuk
Massachusetts
$509K +$487 +6 +0.1%
ACM
2020
Allred Capital Management
Texas
$508K -$145K -1,788 -22%
SPC
2021
Spirepoint Private Client
Florida
$506K -$5.84K -72 -1%
OPWM
2022
Oxinas Partners Wealth Management
Indiana
$505K -$6.82K -84 -1%
CIA
2023
Cascade Investment Advisors
Oregon
$504K – – –
AWAG
2024
ARS Wealth Advisors Group
Florida
$504K +$487 +6 +0.1%
GFL
2025
Granite FO LLC
New Hampshire
$502K – – –
79 80
81
82 83