Cypress Capital
VUG icon

Cypress Capital’s Vanguard Morningstar 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
Q3 		$8.28M Buy
91,914
+89,478
+3,673% +$7.83M 2.2% 10
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Cypress Capital's VUG Position: Q3 2026 in Review

Cypress Capital increased its Vanguard Morningstar Growth ETF (VUG) stake by 3,673% in Q3 2026, buying an estimated $7.83M and bringing the position to 91,914 shares worth $8.28M. The position accounts for 2.2% of the portfolio, ranked #10.

Cypress Capital first reported a position in VUG in Q2 2024 and has held it in 3 quarters since. 1,085 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Cypress Capital held 91,914 shares of Vanguard Morningstar Growth ETF worth $8.28M as of Q3 2026.
  • Cypress Capital bought 89,478 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $7.83M.
  • Vanguard Morningstar Growth ETF made up 2.2% of Cypress Capital's portfolio in Q3 2026, its #10 holding.
  • Cypress Capital first reported a position in Vanguard Morningstar Growth ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,085 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

Based on Cypress Capital's 13F filing for Q3 2026, filed 20 Oct 2026.