Cynosure Group’s Vanguard Morningstar 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 Q2	–	Sell	-4,206	Closed	-$306K	–	259
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 $1.55T 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

Cynosure Group's VUG Position: Q2 2026 in Review

Cynosure Group sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 4,206 shares — an estimated $306K sold.

Cynosure Group first reported a position in VUG in Q3 2023 and held it in 10 quarters. The position peaked at $888K in Q2 2024. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cynosure Group reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
Cynosure Group sold 4,206 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $306K.
Cynosure Group first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and held it in 10 quarters.
Cynosure Group's Vanguard Morningstar Growth ETF position peaked at $888K in Q2 2024.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.