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Cumberland Advisors’s Vanguard Growth ETF VUG Stock Holding History

Cumberland Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.97M Buy
109,518
+300
+0.3% +$23.3K 3.12% 7
2025
Q4 		$8.88M Buy
109,218
+20,310
+23% +$1.65M 3.37% 8
2025
Q3 		$7.11M Sell
88,908
-5,040
-5% -$385K 2.73% 12
2025
Q2 		$6.86M Sell
93,948
-90
-0.1% -$5.92K 2.89% 9
2025
Q1 		$5.81M Buy
94,038
+288
+0.3% +$19.4K 2.63% 10
2024
Q4 		$6.41M Buy
93,750
+4,170
+5% +$280K 2.56% 10
2024
Q3 		$5.73M Buy
89,580
+20,760
+30% +$1.29M 2.28% 12
2024
Q2 		$4.29M Buy
68,820
+18,840
+38% +$1.1M 1.76% 13
2024
Q1 		$2.87M Buy
+49,980
New +$2.75M 1.07% 22

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return