VUG icon

Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2001
Oxbow Advisors
Texas
$522K +$7.3K +90 +1%
VFG
2002
Victory Financial Group
Texas
$521K +$123K +1,512 +31%
CW
2003
Cedarwood Wealth
Colorado
$521K +$521K +6,420 New
FBC
2004
Fairfield, Bush & Co
Connecticut
$521K +$487 +6 +0.1%
BTIM
2005
BancFirst Trust & Investment Management
Oklahoma
$521K – – –
QCIG
2006
Quad-Cities Investment Group
Iowa
$521K – – –
GWAG
2007
Garrett Wealth Advisory Group
Texas
$520K +$974 +12 +0.2%
WA
2008
Westfuller Advisors
New York
$520K -$26.8K -330 -5%
ATI
2009
ARK & TLK Investments
Oklahoma
$520K -$37.5K -462 -7%
ZIG
2010
Zullo Investment Group
Pennsylvania
$520K – – –
BLWM
2011
Bucket List Wealth Management
Florida
$518K +$517K +6,372 New
KIA
2012
Koenig Investment Advisory
Oregon
$517K +$541K +6,666 New
AA
2013
Apriem Advisors
California
$517K – – –
TWM
2014
TCFG Wealth Management
California
$516K – – –
MTIC
2015
Missouri Trust & Investment Company
Missouri
$515K -$11.7K -144 -2%
BFP
2016
Briaud Financial Planning
Texas
$514K +$118K +1,452 +30%
WF
2017
Welch & Forbes
Massachusetts
$514K +$105K +1,290 +26%
NRG
2018
Nemes Rush Group
Michigan
$512K +$24.3K +300 +5%
PWM
2019
Penobscot Wealth Management
Maine
$511K – – –
FFA
2020
First Foundation Advisors
California
$511K – – –
TFM
2021
Trademark Financial Management
Minnesota
$511K +$11.7K +144 +2%
BBA
2022
Braun-Bostich & Associates
Pennsylvania
$510K +$36.5K +450 +8%
SKK
2023
Shepherd Kaplan Krochuk
Massachusetts
$509K +$487 +6 +0.1%
ACM
2024
Allred Capital Management
Texas
$508K -$145K -1,788 -22%
SPC
2025
Spirepoint Private Client
Florida
$506K -$5.84K -72 -1%
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