Cynosure Group’s Vanguard Growth ETF VUG Stock Holding History

Cynosure Group’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	$306K	Buy	4,206 +6	+0.1%	+$467	0.04%	182
2025 Q4	$341K	Sell	4,200 -3,252	-44%	-$264K	0.03%	386
2025 Q3	$596K	Buy	+7,452	New	+$569K	0.06%	128
2025 Q2	–	Sell	-12,954	Closed	-$800K	–	401
2025 Q1	$800K	Hold	12,954	–	–	0.11%	90
2024 Q4	$886K	Buy	12,954 +6	+0%	+$403	0.13%	83
2024 Q3	$829K	Sell	12,948 -1,302	-9%	-$80.7K	0.12%	87
2024 Q2	$888K	Buy	14,250 +1,308	+10%	+$76.3K	0.14%	86
2024 Q1	$742K	Buy	12,942 +18	+0.1%	+$990	0.13%	83
2023 Q4	$670K	Buy	12,924 +18	+0.1%	+$869	0.12%	112
2023 Q3	$586K	Buy	+12,906	New	+$610K	0.18%	105

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cynosure Group's VUG Position: Q1 2026 in Review

Cynosure Group increased its Vanguard Growth ETF (VUG) stake by 0.14% in Q1 2026, buying an estimated $467 and bringing the position to 4,206 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #182.

Cynosure Group first reported a position in VUG in Q3 2023 and has held it in 10 quarters since. The position peaked at $888K in Q2 2024. 2,721 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Cynosure Group held 4,206 shares of Vanguard Growth ETF worth $306K as of Q1 2026.
Cynosure Group bought 6 Vanguard Growth ETF shares in Q1 2026, an estimated $467.
Vanguard Growth ETF made up 0.04% of Cynosure Group's portfolio in Q1 2026, its #182 holding.
Cynosure Group first reported a position in Vanguard Growth ETF in Q3 2023 and has held it in 10 quarters since.
Cynosure Group's Vanguard Growth ETF position peaked at $888K in Q2 2024.
2,721 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.