Cypress Capital Management (Delaware)’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Cypress Capital Management (Delaware)’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
2022 Q4	–	Sell	-10,968	Closed	-$391K	–	176
2022 Q3	$391K	Hold	10,968	–	–	0.07%	143
2022 Q2	$407K	Hold	10,968	–	–	0.06%	145
2022 Q1	$526K	Hold	10,968	–	–	0.07%	138
2021 Q4	$587K	Hold	10,968	–	–	0.07%	139
2021 Q3	$524K	Hold	10,968	–	–	0.07%	133
2021 Q2	$524K	Hold	10,968	–	–	0.07%	133
2021 Q1	$470K	Hold	10,968	–	–	0.06%	133
2020 Q4	$463K	Hold	10,968	–	–	0.06%	132
2020 Q3	$416K	Hold	10,968	–	–	0.06%	130
2020 Q2	$369K	Hold	10,968	–	–	0.06%	133
2020 Q1	$286K	Hold	10,968	–	–	0.06%	134
2019 Q4	$333K	Hold	10,968	–	–	0.05%	141
2019 Q3	$304K	Buy	+10,968	New	+$304K	0.05%	141

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Cypress Capital Management (Delaware)'s VUG Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of Vanguard Morningstar Growth ETF (VUG) in Q4 2022, closing a stake of 10,968 shares — an estimated $391K sold.

Cypress Capital Management (Delaware) first reported a position in VUG in Q3 2019 and held it in 13 quarters. The position peaked at $587K in Q4 2021. 1,669 funds tracked by Wall St. Rank hold VUG as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining Vanguard Morningstar Growth ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 10,968 Vanguard Morningstar Growth ETF shares in Q4 2022, an estimated $391K.
Cypress Capital Management (Delaware) first reported a position in Vanguard Morningstar Growth ETF in Q3 2019 and held it in 13 quarters.
Cypress Capital Management (Delaware)'s Vanguard Morningstar Growth ETF position peaked at $587K in Q4 2021.
1,669 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.