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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
2026
Wealth Quarterback
New Jersey
$341K – – –
IAP
2027
Indie Asset Partners
Indiana
$341K +$307K +4,662 New
FAI
2028
Fiduciary Advisors Inc
Missouri
$340K -$7.11K -108 -2%
APG
2029
Abacus Planning Group
South Carolina
$340K +$7.11K +108 +2%
CPC
2030
Consolidated Planning Corp
Georgia
$339K – – –
RW
2031
Rockport Wealth
Ohio
$337K +$304K +4,614 New
CWM
2032
Chesapeake Wealth Management
Virginia
$336K -$6.32K -96 -2%
JJBC
2033
James J. Burns & Company
New York
$335K -$15K -228 -5%
CIA
2034
Cascade Investment Advisors
Oregon
$335K – – –
HR
2035
Howe & Rusling
New York
$335K -$2.77K -42 -0.9%
VP
2036
Verum Partners
North Carolina
$335K -$120K -1,824 -28%
WP
2037
WealthPLAN Partners
Nebraska
$334K -$22.5K -342 -7%
AWM
2038
Atticus Wealth Management
Florida
$334K +$23.3K +354 +8%
MAM
2039
Mystic Asset Management
Rhode Island
$333K – – –
SIAG
2040
Safeguard Investment Advisory Group
California
$333K -$17.4K -264 -5%
ESB
2041
Essex Savings Bank
Connecticut
$332K – – –
ST
2042
Sentinel Trust
Texas
$332K -$4.34K -66 -1%
JWBC
2043
J.W. Burns & Co
New York
$331K – – –
TWM
2044
Trevian Wealth Management
Massachusetts
$331K – – –
LP
2045
LGL Partners
Pennsylvania
$331K +$9.88K +150 +4%
LGA
2046
Lebenthal Global Advisors
New York
$331K +$298K +4,524 New
TWP
2047
Tempus Wealth Planning
California
$330K -$13.8K -210 -4%
MAM
2048
Milestone Asset Management
Pennsylvania
$329K -$340K -5,166 -53%
IP
2049
Investment Partners
Ohio
$329K – – –
MP
2050
McDonald Partners
Ohio
$328K +$1.19K +18 +0.4%
80 81
82
83 84