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Cypress Capital’s Vanguard Growth ETF VUG Stock Holding History

Cypress Capital’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 		$210K Buy
+2,436
New +$205K 0.06% 108
2024
Q3 		– Sell
-150
Closed -$9.35K – 354
2024
Q2 		$9.35K Buy
+150
New +$8.75K ﹤0.01% 197

Other funds holding VUG

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Cypress Capital's VUG Position: Q2 2026 in Review

Cypress Capital opened a new position in Vanguard Growth ETF (VUG) in Q2 2026: 2,436 shares worth $210K. The stake represents 0.06% of the portfolio and ranks #108 among its holdings. This is a return to the name: Cypress Capital previously reported a position in VUG as recently as Q2 2024.

Cypress Capital first reported a position in VUG in Q2 2024 and has held it in 2 quarters since. 657 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cypress Capital held 2,436 shares of Vanguard Growth ETF worth $210K as of Q2 2026.
  • Vanguard Growth ETF was a new Cypress Capital position in Q2 2026.
  • Vanguard Growth ETF made up 0.06% of Cypress Capital's portfolio in Q2 2026, its #108 holding.
  • Cypress Capital first reported a position in Vanguard Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 657 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.