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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 921910105

VANGUARD US GROWTH INVESTOR

10 institutions · $4.5M total · 91,924 shares

#ManagerSharesValue% of TotalPeriod
1SWS Partners59,844$2.4M65.10%2023-09-30
2Redwood Wealth Management Group, LLC11,832$891.2K12.87%2025-12-31
3SILVERCREST ASSET MANAGEMENT GROUP LLC8,842$595.9K9.61%2024-06-30
4FIRST MERCHANTS CORP3,845$289.6K4.18%2025-12-31
5NORTHSTAR ASSET MANAGEMENT LLC4,000$205.2K4.35%2023-09-30
6Register Financial Advisors LLC1,316$51.5K1.43%2023-03-31
7Garton & Associates Financial Advisors LLC460$34.6K0.50%2025-12-31
8DIVIDEND ASSETS CAPITAL, LLC1,121$551.21%2023-12-31
9Coston, McIsaac & Partners350$260.38%2025-12-31
10RE Dickinson Investment Advisors, LLC314$160.34%2023-09-30