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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
Allred Capital Management
Texas
$458K +$7K +90 +1%
NRG
2002
Nemes Rush Group
Michigan
$458K -$934 -12 -0.2%
FFA
2003
First Foundation Advisors
California
$457K – – –
SGCM
2004
Sanchez Gaunt Capital Management
Nevada
$457K +$488K +6,276 New
CIG
2005
Cascade Investment Group
Colorado
$456K +$61.6K +792 +14%
EFA
2006
Englebert Financial Advisers
Pennsylvania
$454K -$726K -9,330 -60%
MAM
2007
Milestone Asset Management
Pennsylvania
$454K +$71.9K +924 +17%
SPC
2008
Spirepoint Private Client
Florida
$453K – – –
CIA
2009
Cascade Investment Advisors
Oregon
$452K – – –
WA
2010
Westfuller Advisors
New York
$451K -$15.4K -198 -3%
PFA
2011
Portland Financial Advisors
New York
$450K -$48.5K -624 -9%
GFL
2012
Granite FO LLC
New Hampshire
$449K – – –
I
2013
INVST
Indiana
$448K -$2.74M -35,166 -85%
MDA
2014
Minot DeBlois Advisors
Massachusetts
$447K – – –
SCM
2015
Schnieders Capital Management
California
$446K – – –
NSG
2016
Nalls Sherbakoff Group
Tennessee
$444K – – –
RWM
2017
Riverbend Wealth Management
South Carolina
$443K +$2.33K +30 +0.5%
DP
2018
DDD Partners
Washington
$443K +$6.54K +84 +1%
TCM
2019
TruNorth Capital Management
Michigan
$442K +$270K +3,468 +133%
FA
2020
Flagstar Advisors
New York
$442K -$244K -3,138 -34%
UW
2021
Unique Wealth
Florida
$442K -$185K -2,382 -28%
GFG
2022
Goldstone Financial Group
Illinois
$441K +$24.3K +312 +5%
JMA
2023
J.M. Arbour
Maine
$440K +$50.4K +648 +12%
FFP
2024
FourThought Financial Partners
Florida
$438K -$62.5K -804 -12%
XF
2025
XML Financial
Maryland
$437K +$11.2K +144 +2%
79 80
81
82 83