Cypress Wealth Services’s Vanguard Growth ETF VUG Stock Holding History

Cypress Wealth Services’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	$711K	Sell	8,256 -210	-2%	-$17.7K	0.09%	177
2026 Q1	$616K	Sell	8,466 -570	-6%	-$44.3K	0.09%	186
2025 Q4	$735K	Buy	9,036 +990	+12%	+$80.3K	0.1%	155
2025 Q3	$643K	Hold	8,046	–	–	0.11%	152
2025 Q2	$588K	Buy	8,046 +216	+3%	+$14.2K	0.11%	153
2025 Q1	$484K	Sell	7,830 -120	-2%	-$8.09K	0.1%	160
2024 Q4	$544K	Hold	7,950	–	–	0.11%	146
2024 Q3	$509K	Hold	7,950	–	–	0.11%	150
2024 Q2	$496K	Hold	7,950	–	–	0.11%	144
2024 Q1	$456K	Buy	7,950 +6	+0.1%	+$330	0.11%	150
2023 Q4	$412K	Hold	7,944	–	–	0.1%	160
2023 Q3	$360K	Sell	7,944 -204	-3%	-$9.63K	0.1%	166
2023 Q2	$396K	Sell	8,148 -240	-3%	-$10.4K	0.1%	156
2023 Q1	$349K	Buy	8,388 +6	+0.1%	+$233	0.1%	166
2022 Q4	$298K	Hold	8,382	–	–	0.1%	180
2022 Q3	$302K	Buy	8,382 +6	+0.1%	+$241	0.1%	168
2022 Q2	$311K	Sell	8,376 -5,418	-39%	-$223K	0.1%	170
2022 Q1	$661K	Sell	13,794 -3,180	-19%	-$150K	0.18%	94
2021 Q4	$908K	Hold	16,974	–	–	0.25%	72
2021 Q3	$821K	Sell	16,974 -192	-1%	-$9.55K	0.25%	72
2021 Q2	$821K	Sell	17,166 -33,138	-66%	-$1.5M	0.22%	82
2021 Q1	$2.15M	Sell	50,304 -8,946	-15%	-$383K	0.45%	49
2020 Q4	$2.5M	Buy	+59,250	New	+$2.36M	0.56%	43
2020 Q3	–	Sell	-82,884	Closed	-$3.06M	–	498
2020 Q2	$2.79M	Sell	82,884 -9,210	-10%	-$283K	0.66%	47
2020 Q1	$2.4M	Buy	92,094 +6,270	+7%	+$188K	0.71%	45
2019 Q4	$2.61M	Sell	85,824 -1,860	-2%	-$53.7K	0.66%	48
2019 Q3	$2.43M	Buy	87,684 +132	+0.2%	+$3.66K	0.67%	48
2019 Q2	$2.38M	Buy	87,552 +1,956	+2%	+$52.2K	0.69%	46
2019 Q1	$2.23M	Buy	85,596 +324	+0.4%	+$8K	0.71%	45
2018 Q4	$1.91M	Sell	85,272 -19,290	-18%	-$467K	0.76%	39
2018 Q3	$2.81M	Buy	104,562 +3,348	+3%	+$87.6K	1%	27
2018 Q2	$2.53M	Buy	101,214 +7,050	+7%	+$173K	0.96%	30
2018 Q1	$2.23M	Buy	94,164 +7,614	+9%	+$186K	0.95%	31
2017 Q4	$2.03M	Buy	+86,550	New	+$1.99M	0.84%	34

Other funds holding VUG

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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 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

Cypress Wealth Services's VUG Position: Q2 2026 in Review

Cypress Wealth Services reduced its Vanguard Growth ETF (VUG) stake by 2.5% in Q2 2026, selling an estimated $17.7K and leaving 8,256 shares worth $711K. The position accounts for 0.09% of the portfolio, ranked #177.

Cypress Wealth Services first reported a position in VUG in Q4 2017 and has held it in 34 quarters since. The position peaked at $2.81M in Q3 2018. 773 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Cypress Wealth Services held 8,256 shares of Vanguard Growth ETF worth $711K as of Q2 2026.
Cypress Wealth Services sold 210 Vanguard Growth ETF shares in Q2 2026, an estimated $17.7K.
Vanguard Growth ETF made up 0.09% of Cypress Wealth Services's portfolio in Q2 2026, its #177 holding.
Cypress Wealth Services first reported a position in Vanguard Growth ETF in Q4 2017 and has held it in 34 quarters since.
Cypress Wealth Services's Vanguard Growth ETF position peaked at $2.81M in Q3 2018.
773 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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