Cypress Point Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Cypress Point Wealth Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$322K	Hold	4,000	–	–	0.07%	100
2026 Q1	$287K	Hold	4,000	–	–	0.06%	96
2025 Q4	$290K	Hold	4,000	–	–	0.06%	81
2025 Q3	$294K	Sell	4,000 -7,000	-64%	-$503K	0.06%	72
2025 Q2	$770K	Hold	11,000	–	–	0.19%	47
2025 Q1	$711K	Sell	11,000 -3,200	-23%	-$215K	0.23%	46
2024 Q4	$938K	Sell	14,200 -1,000	-7%	-$67.9K	0.29%	43
2024 Q3	$1M	Sell	15,200 -44	-0.3%	-$2.76K	0.39%	42
2024 Q2	$923K	Sell	15,244 -40	-0.3%	-$2.43K	0.44%	41
2024 Q1	$955K	Sell	15,284 -8,216	-35%	-$486K	0.49%	40
2023 Q4	$1.37M	Buy	23,500 +64	+0.3%	+$3.42K	1.02%	27
2023 Q3	$1.22M	Buy	23,436 +56	+0.2%	+$3.07K	1.07%	26
2023 Q2	$1.29M	Buy	23,380 +60	+0.3%	+$3.15K	1.37%	19
2023 Q1	$1.23M	Sell	23,320 -2,116	-8%	-$113K	1.73%	15
2022 Q4	$1.3M	Buy	25,436 +3,480	+16%	+$177K	2.03%	15
2022 Q3	$1.03M	Buy	21,956 +68	+0.3%	+$3.55K	1.92%	14
2022 Q2	$1.08M	Sell	21,888 -2,456	-10%	-$133K	1.89%	15
2022 Q1	$1.45M	Buy	24,344 +72	+0.3%	+$4.22K	1.47%	19
2021 Q4	$1.55M	Sell	24,272 -1,476	-6%	-$92.5K	1.43%	16
2021 Q3	$1.52M	Buy	25,748 +128	+0.5%	+$7.74K	1.09%	16
2021 Q2	$1.52M	Sell	25,620 -3,460	-12%	-$201K	1.08%	15
2021 Q1	$1.61M	Buy	29,080 +52	+0.2%	+$2.82K	1.67%	9
2020 Q4	$1.5M	Buy	+29,028	New	+$1.41M	2.28%	6

Other funds holding VO

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Cypress Point Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 4,000 shares worth $322K. The position accounts for 0.07% of the portfolio, ranked #100.

Cypress Point Wealth Management first reported a position in VO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.61M in Q1 2021. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Cypress Point Wealth Management held 4,000 shares of Vanguard Morningstar Mid-Cap ETF worth $322K as of Q2 2026.
Cypress Point Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap ETF made up 0.07% of Cypress Point Wealth Management's portfolio in Q2 2026, its #100 holding.
Cypress Point Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Cypress Point Wealth Management's Vanguard Morningstar Mid-Cap ETF position peaked at $1.61M in Q1 2021.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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