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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 921910600

VANGUARD US GROWTH ADMIRAL

18 institutions · $6.1M total · 40,916 shares

#ManagerSharesValue% of TotalPeriod
1NISA INVESTMENT ADVISORS, LLC13,161$1.7M32.16%2023-12-31
2Redwood Wealth Management Group, LLC3,076$617.2K7.51%2025-06-30
3NORTHSTAR ASSET MANAGEMENT LLC2,679$522.6K6.54%2025-12-31
4SILVERCREST ASSET MANAGEMENT GROUP LLC2,976$519.9K7.27%2024-06-30
5Fifth Third Wealth Advisors LLC2,578$517.4K6.30%2025-06-30
6TUCKER ASSET MANAGEMENT LLC2,326$423.0K5.68%2024-12-31
7NORTH STAR ASSET MANAGEMENT INC3,918$397.0K9.57%2023-03-31
8TOWER BRIDGE ADVISORS1,522$296.8K3.71%2025-12-31
9Williams Jones Wealth Management, LLC.2,118$248.5K5.17%2023-06-30
10Trivant Custom Portfolio Group, LLC1,121$240.8K2.73%2025-09-30
11Strategic Investment Solutions, Inc. /IL1,961$230.1K4.79%2023-06-30
12Fulton Bank, N.A.1,102$215.1K2.69%2025-12-31
13Livelsberger Financial Advisory787$115.5K1.92%2024-03-31
14WD RUTHERFORD LLC746$75.6K1.82%2023-03-31
15Financial Gravity Companies, Inc.117$23.4K0.28%2025-06-30
16Financial Gravity Asset Management, Inc.117$19.4K0.28%2025-03-31
17Oakworth Capital, Inc.29$5.6K0.07%2025-12-31
18RE Dickinson Investment Advisors, LLC582$771.42%2023-09-30