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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
2020
Q4 		– Sell
-58,758
Closed -$2.23M – 513
2020
Q3 		$2.23M Buy
+58,758
New +$2.17M 0.57% 42

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
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

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. 821 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.
  • 821 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.