CPWM
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Cypress Point Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Cypress Point Wealth Management’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
Q1 		$1.88M Buy
25,800
+12
+0% +$934 0.4% 38
2025
Q4 		$2.1M Sell
25,788
-630
-2% -$51.1K 0.46% 32
2025
Q3 		$2.11M Buy
26,418
+12,420
+89% +$949K 0.43% 32
2025
Q2 		$1.02M Hold
13,998
– – 0.25% 42
2025
Q1 		$865K Hold
13,998
– – 0.27% 43
2024
Q4 		$958K Buy
+13,998
New +$940K 0.3% 41
2024
Q3 		– Sell
-13,998
Closed -$873K – 77
2024
Q2 		$873K Hold
13,998
– – 0.41% 43
2024
Q1 		$803K Hold
13,998
– – 0.41% 44
2023
Q4 		$725K Hold
13,998
– – 0.54% 39
2023
Q3 		$635K Buy
+13,998
New +$661K 0.56% 37

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return