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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
2026
Missouri Trust & Investment Company
Missouri
$540K – – –
RWS
2027
Resolute Wealth Strategies
Mississippi
$539K +$42.4K +504 +9%
FBC
2028
Fairfield, Bush & Co
Connecticut
$538K -$13.3K -158 -2%
AWAG
2029
ARS Wealth Advisors Group
Florida
$538K +$151K +1,799 +40%
OWCM
2030
One Wealth Capital Management
Arizona
$538K -$1.04M -12,336 -66%
ZIG
2031
Zullo Investment Group
Pennsylvania
$538K -$12.6K -150 -2%
CISOA
2032
Capital Investment Services of America
Wisconsin
$537K -$38.5K -458 -7%
PFA
2033
Petra Financial Advisors
Colorado
$537K +$524K +6,230 New
TIA
2034
TCFG Investment Advisors
California
$535K -$13K -154 -2%
LWMI
2035
Landmark Wealth Management (Illinois)
Illinois
$534K -$57.6K -684 -10%
CIA
2036
Cascade Investment Advisors
Oregon
$534K – – –
WA
2037
Westfuller Advisors
New York
$534K +$421 +5 +0.1%
GWAG
2038
Garrett Wealth Advisory Group
Texas
$534K +$16.9K +201 +3%
YIH
2039
Y-Intercept (HK)
Hong Kong
$533K -$2.36M -28,024 -82%
SGCM
2040
Sanchez Gaunt Capital Management
Nevada
$533K -$7.49K -89 -1%
PFA
2041
Portland Financial Advisors
New York
$532K – – –
PRAG
2042
Portfolio Resources Advisor Group
Florida
$532K -$42.1K -500 -7%
GFL
2043
Granite FO LLC
New Hampshire
$531K – – –
CCA
2044
Cooper Capital Advisors
California
$530K +$89.4K +1,063 +21%
GT
2045
GreatBanc Trust
Illinois
$530K -$25.2K -300 -5%
RBC
2046
Roble Belko & Company
Pennsylvania
$528K +$389K +4,620 +307%
VF
2047
Vawter Financial
Ohio
$527K +$24.5K +291 +5%
DP
2048
DDD Partners
Washington
$525K – – –
IP
2049
Investment Partners
Ohio
$522K +$62.5K +743 +14%
SIM
2050
Samara Investment Management
Oregon
$521K +$22.4K +266 +5%
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