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Cyndeo Wealth Partners’s Vanguard 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
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
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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Cyndeo Wealth Partners's VUG Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Vanguard Growth ETF (VUG) stake by 2.7% in Q1 2026, buying an estimated $469K and bringing the position to 231,180 shares worth $16.8M. The position accounts for 0.89% of the portfolio, ranked #25.

Cyndeo Wealth Partners first reported a position in VUG in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.7M in Q3 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Cyndeo Wealth Partners held 231,180 shares of Vanguard Growth ETF worth $16.8M as of Q1 2026.
  • Cyndeo Wealth Partners bought 6,024 Vanguard Growth ETF shares in Q1 2026, an estimated $469K.
  • Vanguard Growth ETF made up 0.89% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #25 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Cyndeo Wealth Partners's Vanguard Growth ETF position peaked at $18.7M in Q3 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.