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Cypress Financial Planning’s Vanguard Morningstar 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Cypress Financial Planning increased its Vanguard Morningstar 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. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cypress Financial Planning held 22,983 shares of Vanguard Morningstar Growth ETF worth $1.98M as of Q2 2026.
  • Cypress Financial Planning bought 195 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $16.4K.
  • Vanguard Morningstar 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 Morningstar Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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