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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
2026
Wellington Shields Capital Management
New York
$550K – – –
GFP
2027
Gainline Financial Partners
Colorado
$550K +$538K +6,390 New
AA
2028
Apriem Advisors
California
$547K – – –
RP
2029
Riverbridge Partners
Minnesota
$547K +$146K +1,741 +38%
CIG
2030
Cascade Investment Group
Colorado
$546K +$6.98K +83 +1%
JMA
2031
J.M. Arbour
Maine
$545K +$23.5K +279 +5%
BFP
2032
Briaud Financial Planning
Texas
$545K – – –
ACM
2033
Allred Capital Management
Texas
$544K +$252 +3 +0%
CLA
2034
Carnegie Lake Advisors
New Jersey
$544K -$84 -1 -0%
LWM
2035
Lyell Wealth Management
California
$543K +$60.6K +720 +13%
GC
2036
GFG Capital
Florida
$542K – – –
NRG
2037
Nemes Rush Group
Michigan
$542K +$252 +3 +0%
FFA
2038
First Foundation Advisors
California
$541K – – –
VAM
2039
Verity Asset Management
North Carolina
$541K -$66.2K -787 -11%
MTIC
2040
Missouri Trust & Investment Company
Missouri
$540K – – –
RWS
2041
Resolute Wealth Strategies
Mississippi
$539K +$42.4K +504 +9%
FBC
2042
Fairfield, Bush & Co
Connecticut
$538K -$13.3K -158 -2%
AWAG
2043
ARS Wealth Advisors Group
Florida
$538K +$151K +1,799 +40%
OWCM
2044
One Wealth Capital Management
Arizona
$538K -$1.04M -12,336 -66%
ZIG
2045
Zullo Investment Group
Pennsylvania
$538K -$12.6K -150 -2%
CISOA
2046
Capital Investment Services of America
Wisconsin
$537K -$38.5K -458 -7%
PFA
2047
Petra Financial Advisors
Colorado
$537K +$524K +6,230 New
TIA
2048
TCFG Investment Advisors
California
$535K -$13K -154 -2%
LWMI
2049
Landmark Wealth Management (Illinois)
Illinois
$534K -$57.6K -684 -10%
CIA
2050
Cascade Investment Advisors
Oregon
$534K – – –
80 81
82
83 84