Cypress Point Wealth Management’s Vanguard Morningstar 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 Q2	$2.22M	Buy	25,817 +17	+0.1%	+$1.43K	0.45%	36
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Cypress Point Wealth Management's VUG Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.07% in Q2 2026, buying an estimated $1.43K and bringing the position to 25,817 shares worth $2.22M. The position accounts for 0.45% of the portfolio, ranked #36.

Cypress Point Wealth Management first reported a position in VUG in Q3 2023 and has held it in 11 quarters since. 2,885 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cypress Point Wealth Management held 25,817 shares of Vanguard Morningstar Growth ETF worth $2.22M as of Q2 2026.
Cypress Point Wealth Management bought 17 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $1.43K.
Vanguard Morningstar Growth ETF made up 0.45% of Cypress Point Wealth Management's portfolio in Q2 2026, its #36 holding.
Cypress Point Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 11 quarters since.
2,885 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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