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Vanguard Morningstar Growth ETF
VUG

Name Holding Trade Value Shares
Change 		Change in
Stake
MDA
2026
Minot DeBlois Advisors
Massachusetts
$499K -$38.5K -474 -7%
SCM
2027
Schnieders Capital Management
California
$498K -$37.5K -462 -7%
CRA
2028
Clear Retirement Advice
California
$497K +$518K +6,384 New
NSG
2029
Nalls Sherbakoff Group
Tennessee
$495K -$332K -4,092 -40%
GAM
2030
GEM Asset Management
Michigan
$495K +$6.33K +78 +1%
RWM
2031
Riverbend Wealth Management
South Carolina
$493K – – –
HPWM
2032
High Point Wealth Management
New Jersey
$490K +$489K +6,030 New
PGF
2033
Plan Group Financial
Oklahoma
$489K -$131K -1,620 -21%
FVWA
2034
Foster Victor Wealth Advisors
South Carolina
$489K -$30.7K -378 -6%
DP
2035
DDD Partners
Washington
$488K – – –
SF
2036
Slagle Financial
Illinois
$488K -$487 -6 -0.1%
SPG
2037
Strategic Planning Group
Utah
$484K +$487 +6 +0.1%
CWMGP
2038
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$484K +$974 +12 +0.2%
PFA
2039
Petra Financial Advisors
Colorado
$483K -$10.2K -126 -2%
VCM
2040
Verde Capital Management
Michigan
$483K -$2.92K -36 -0.6%
PIN
2041
Prudent Investors Network
California
$483K +$57.9K +714 +14%
AWA
2042
Amplius Wealth Advisors
Pennsylvania
$483K -$24.3K -300 -5%
LWP
2043
Laurel Wealth Planning
Minnesota
$483K +$29.7K +366 +7%
VF
2044
Vawter Financial
Ohio
$482K -$1.95K -24 -0.4%
WCG
2045
Weaver Consulting Group
California
$482K – – –
SRCM
2046
Signature Resources Capital Management
California
$482K -$5.84K -72 -1%
TF
2047
Threadgill Financial
Texas
$479K +$6.33K +78 +1%
TTWM
2048
TCV Trust & Wealth Management
Virginia
$479K – – –
BM
2049
Berman McAleer
Maryland
$478K – – –
CWM
2050
Copia Wealth Management
Oregon
$478K +$38.5K +474 +9%
80 81
82
83 84