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

Cypress Capital Management (Wyoming)’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	$93K	Hold	1,080	–	–	0.08%	79
2026 Q1	$78.6K	Hold	1,080	–	–	0.07%	77
2025 Q4	$87.8K	Hold	1,080	–	–	0.08%	70
2025 Q3	$86.4K	Hold	1,080	–	–	0.08%	70
2025 Q2	$79K	Sell	1,080 -660	-38%	-$43.5K	0.09%	71
2025 Q1	$108K	Buy	+1,740	New	+$117K	0.13%	60
2019 Q3	–	Sell	-2,676	Closed	-$73K	–	262
2019 Q2	$73K	Buy	+2,676	New	+$71.5K	0.09%	100

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 22.9% 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

Cypress Capital Management (Wyoming)'s VUG Position: Q2 2026 in Review

Cypress Capital Management (Wyoming) held its Vanguard Morningstar Growth ETF (VUG) position steady in Q2 2026 at 1,080 shares worth $93K. The position accounts for 0.08% of the portfolio, ranked #79.

Cypress Capital Management (Wyoming) first reported a position in VUG in Q2 2019 and has held it in 7 quarters since. The position peaked at $108K in Q1 2025. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cypress Capital Management (Wyoming) held 1,080 shares of Vanguard Morningstar Growth ETF worth $93K as of Q2 2026.
Cypress Capital Management (Wyoming) left its Vanguard Morningstar Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Growth ETF made up 0.08% of Cypress Capital Management (Wyoming)'s portfolio in Q2 2026, its #79 holding.
Cypress Capital Management (Wyoming) first reported a position in Vanguard Morningstar Growth ETF in Q2 2019 and has held it in 7 quarters since.
Cypress Capital Management (Wyoming)'s Vanguard Morningstar Growth ETF position peaked at $108K in Q1 2025.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q2 2026, filed 6 Aug 2026.