Cypress Point Wealth Management, LLC Vanguard Growth ETF Transaction History
Cypress Point Wealth Management, LLC
- $439 Million
- Q3 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 4,403 shares of VUG stock, worth $2.13 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
4,403
Previous 2,333
88.73%
Holding current value
$2.13 Million
Previous $1.02 Million
106.56%
% of portfolio
0.48%
Previous 0.28%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,915Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio