Cyndeo Wealth Partners
VUG icon

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
Q3 		$19.1M Sell
211,983
-22,321
-10% -$1.95M 0.86% 28
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Cyndeo Wealth Partners's VUG Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its Vanguard Morningstar Growth ETF (VUG) stake by 9.5% in Q3 2026, selling an estimated $1.95M and leaving 211,983 shares worth $19.1M. The position accounts for 0.86% of the portfolio, ranked #28.

Cyndeo Wealth Partners first reported a position in VUG in Q4 2022 and has held it in 16 quarters since. The position peaked at $20.2M in Q2 2026. 2,453 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Cyndeo Wealth Partners held 211,983 shares of Vanguard Morningstar Growth ETF worth $19.1M as of Q3 2026.
  • Cyndeo Wealth Partners sold 22,321 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $1.95M.
  • Vanguard Morningstar Growth ETF made up 0.86% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #28 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Cyndeo Wealth Partners's Vanguard Morningstar Growth ETF position peaked at $20.2M in Q2 2026.
  • 2,453 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.