Cyndeo Wealth Partners’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cyndeo Wealth Partners’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 Q2	$20.2M	Buy	234,304 +3,124	+1%	+$263K	0.95%	21
2026 Q1	$16.8M	Buy	231,180 +6,024	+3%	+$469K	0.89%	25
2025 Q4	$18.3M	Sell	225,156 -8,238	-4%	-$669K	0.99%	26
2025 Q3	$18.7M	Sell	233,394 -3,252	-1%	-$249K	1.04%	24
2025 Q2	$17.3M	Buy	236,646 +1,500	+0.6%	+$98.8K	1.03%	21
2025 Q1	$14.5M	Buy	235,146 +540	+0.2%	+$36.4K	0.95%	24
2024 Q4	$16M	Buy	234,606 +528	+0.2%	+$35.5K	1.08%	20
2024 Q3	$15M	Buy	234,078 +41,502	+22%	+$2.57M	1.05%	22
2024 Q2	$12M	Sell	192,576 -8,514	-4%	-$497K	0.94%	22
2024 Q1	$11.5M	Sell	201,090 -28,056	-12%	-$1.54M	0.96%	22
2023 Q4	$11.9M	Sell	229,146 -39,798	-15%	-$1.92M	1.1%	18
2023 Q3	$12.2M	Buy	268,944 +10,992	+4%	+$519K	1.27%	18
2023 Q2	$12.2M	Buy	257,952 +2,736	+1%	+$119K	1.27%	17
2023 Q1	$10.6M	Buy	255,216 +19,602	+8%	+$762K	1.14%	17
2022 Q4	$8.37M	Buy	+235,614	New	+$8.67M	0.98%	20

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Cyndeo Wealth Partners's VUG Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.4% in Q2 2026, buying an estimated $263K and bringing the position to 234,304 shares worth $20.2M. The position accounts for 0.95% of the portfolio, ranked #21.

Cyndeo Wealth Partners first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cyndeo Wealth Partners held 234,304 shares of Vanguard Morningstar Growth ETF worth $20.2M as of Q2 2026.
Cyndeo Wealth Partners bought 3,124 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $263K.
Vanguard Morningstar Growth ETF made up 0.95% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #21 holding.
Cyndeo Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.