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Cypress Financial Planning’s Vanguard Growth ETF VUG Stock Holding History

Cypress Financial Planning’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 		$1.98M Buy
22,983
+195
+0.9% +$16.4K 0.48% 24
2026
Q1 		$1.66M Buy
22,788
+486
+2% +$37.8K 0.46% 24
2025
Q4 		$1.82M Buy
22,302
+7,464
+50% +$606K 0.5% 24
2025
Q3 		$1.19M Sell
14,838
-1,668
-10% -$127K 0.36% 27
2025
Q2 		$1.21M Sell
16,506
-12
-0.1% -$790 0.39% 27
2025
Q1 		$1.02M Sell
16,518
-2,820
-15% -$190K 0.36% 28
2024
Q4 		$1.32M Sell
19,338
-6
-0% -$403 0.49% 23
2024
Q3 		$1.24M Buy
19,344
+11,082
+134% +$687K 0.46% 21
2024
Q2 		$515K Sell
8,262
-330
-4% -$19.2K 0.21% 38
2024
Q1 		$493K Buy
8,592
+3,948
+85% +$217K 0.23% 34
2023
Q4 		$233K Sell
4,644
-4,866
-51% -$235K 0.21% 37
2023
Q3 		$432K Sell
9,510
-660
-6% -$31.2K 0.25% 33
2023
Q2 		$480K Sell
10,170
-408
-4% -$17.7K 0.27% 34
2023
Q1 		$439K Sell
10,578
-222
-2% -$8.63K 0.27% 33
2022
Q4 		$381K Sell
10,800
-930
-8% -$34.2K 0.25% 38
2022
Q3 		$418K Sell
11,730
-384
-3% -$15.4K 0.3% 33
2022
Q2 		$450K Buy
+12,114
New +$498K 0.31% 32

Other funds holding VUG

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Cypress Financial Planning's VUG Position: Q2 2026 in Review

Cypress Financial Planning increased its Vanguard Growth ETF (VUG) stake by 0.86% in Q2 2026, buying an estimated $16.4K and bringing the position to 22,983 shares worth $1.98M. The position accounts for 0.48% of the portfolio, ranked #24.

Cypress Financial Planning first reported a position in VUG in Q2 2022 and has held it in 17 quarters since. 581 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cypress Financial Planning held 22,983 shares of Vanguard Growth ETF worth $1.98M as of Q2 2026.
  • Cypress Financial Planning bought 195 Vanguard Growth ETF shares in Q2 2026, an estimated $16.4K.
  • Vanguard Growth ETF made up 0.48% of Cypress Financial Planning's portfolio in Q2 2026, its #24 holding.
  • Cypress Financial Planning first reported a position in Vanguard Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 581 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.