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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
2001
CPWA LLC
Oregon
$462K +$2.49M +31,944 New
MTIC
2002
Missouri Trust & Investment Company
Missouri
$461K – – –
BFP
2003
Briaud Financial Planning
Texas
$460K – – –
CLA
2004
Carnegie Lake Advisors
New Jersey
$460K -$137K -1,764 -22%
BOSSRA
2005
B.O.S.S. Retirement Advisors
Utah
$458K -$73.3K -942 -13%
GC
2006
GFG Capital
Florida
$458K -$30.3K -390 -6%
ACM
2007
Allred Capital Management
Texas
$458K +$7K +90 +1%
NRG
2008
Nemes Rush Group
Michigan
$458K -$934 -12 -0.2%
FFA
2009
First Foundation Advisors
California
$457K – – –
SGCM
2010
Sanchez Gaunt Capital Management
Nevada
$457K +$488K +6,276 New
CIG
2011
Cascade Investment Group
Colorado
$456K +$61.6K +792 +14%
EFA
2012
Englebert Financial Advisers
Pennsylvania
$454K -$726K -9,330 -60%
MAM
2013
Milestone Asset Management
Pennsylvania
$454K +$71.9K +924 +17%
SPC
2014
Spirepoint Private Client
Florida
$453K – – –
CIA
2015
Cascade Investment Advisors
Oregon
$452K – – –
WA
2016
Westfuller Advisors
New York
$451K -$15.4K -198 -3%
PFA
2017
Portland Financial Advisors
New York
$450K -$48.5K -624 -9%
GFL
2018
Granite FO LLC
New Hampshire
$449K – – –
I
2019
INVST
Indiana
$448K -$2.74M -35,166 -85%
MDA
2020
Minot DeBlois Advisors
Massachusetts
$447K – – –
SCM
2021
Schnieders Capital Management
California
$446K – – –
NSG
2022
Nalls Sherbakoff Group
Tennessee
$444K – – –
RWM
2023
Riverbend Wealth Management
South Carolina
$443K +$2.33K +30 +0.5%
DP
2024
DDD Partners
Washington
$443K +$6.54K +84 +1%
TCM
2025
TruNorth Capital Management
Michigan
$442K +$270K +3,468 +133%
79 80
81
82 83