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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
FWMM
2026
Foundation Wealth Management (Missouri)
Missouri
$400K – – –
AP
2027
Appleton Partners
Massachusetts
$398K -$226K -2,964 -37%
VDI
2028
Vaughan David Investments
Illinois
$398K +$56.9K +744 +18%
PCM
2029
Princeton Capital Management
New Jersey
$398K +$2.75K +36 +0.7%
MEAC
2030
M.E. Allison & Co
Texas
$397K – – –
4WM
2031
49 Wealth Management
Texas
$397K +$9.17K +120 +2%
CMI
2032
Clare Market Investments
Texas
$396K – – –
HA
2033
Huntleigh Advisors
Missouri
$395K – – –
HIG
2034
Heritage Investment Group
Florida
$395K – – –
NW
2035
Naviter Wealth
Arkansas
$394K +$458 +6 +0.1%
DWS
2036
Dynamic Wealth Strategies
California
$394K +$5.96K +78 +2%
BOS
2037
Bank of Stockton
California
$393K – – –
MBT
2038
Montecito Bank & Trust
California
$393K +$376K +4,920 New
JWM
2039
JPL Wealth Management
Colorado
$392K -$16.5K -216 -4%
LCM
2040
LVM Capital Management
Michigan
$392K – – –
VFG
2041
Victory Financial Group
Texas
$391K +$144K +1,878 +62%
LGA
2042
Lebenthal Global Advisors
New York
$389K +$26.6K +348 +8%
BFP
2043
Briaud Financial Planning
Texas
$389K – – –
CPC
2044
Consolidated Planning Corp
Georgia
$389K +$17.4K +228 +5%
FAI
2045
Fiduciary Advisors Inc
Missouri
$389K +$16K +210 +5%
SCA
2046
Sulzberger Capital Advisors
Florida
$388K +$917 +12 +0.2%
SCA
2047
St. Clair Advisors
Ohio
$387K -$15.6K -204 -4%
IWP
2048
Innova Wealth Partners
Pennsylvania
$387K – – –
HWA
2049
Heritage Wealth Advisors
Virginia
$386K – – –
SI
2050
Stonekeep Investments
New Mexico
$386K -$16.5K -216 -4%
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82
83 84