Cypress Point Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.3M	Sell	16,516 -1,543	-9%	-$1.03M	2.31%	8
2026 Q1	$10.8M	Sell	18,059 -324	-2%	-$203K	2.32%	8
2025 Q4	$11.5M	Sell	18,383 -2,758	-13%	-$1.71M	2.52%	8
2025 Q3	$12.9M	Sell	21,141 -87	-0.4%	-$51.3K	2.62%	7
2025 Q2	$12.1M	Buy	21,228 +8,357	+65%	+$4.39M	2.94%	6
2025 Q1	$6.61M	Sell	12,871 -3,538	-22%	-$1.91M	2.1%	7
2024 Q4	$8.84M	Buy	16,409 +767	+5%	+$415K	2.75%	6
2024 Q3	$8.25M	Buy	15,642 +8	+0.1%	+$4.07K	3.24%	6
2024 Q2	$7.82M	Buy	15,634 +1,284	+9%	+$618K	3.7%	6
2024 Q1	$6.9M	Buy	14,350 +4,353	+44%	+$1.99M	3.53%	5
2023 Q4	$4.37M	Buy	9,997 +3,509	+54%	+$1.44M	3.24%	5
2023 Q3	$2.55M	Buy	+6,488	New	+$2.65M	2.24%	11
2021 Q4	–	Sell	-203	Closed	-$80K	–	153
2021 Q3	$80K	Hold	203	–	–	0.06%	49
2021 Q2	$80K	Sell	203 -97	-32%	-$37.2K	0.06%	48
2021 Q1	$109K	Sell	300 -1	-0.3%	-$355	0.11%	31
2020 Q4	$104K	Buy	+301	New	+$98.1K	0.16%	95

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Cypress Point Wealth Management reduced its Vanguard S&P 500 ETF (VOO) stake by 8.5% in Q2 2026, selling an estimated $1.03M and leaving 16,516 shares worth $11.3M. The position accounts for 2.31% of the portfolio, ranked #8.

Cypress Point Wealth Management first reported a position in VOO in Q4 2020 and has held it in 16 quarters since. The position peaked at $12.9M in Q3 2025. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Cypress Point Wealth Management held 16,516 shares of Vanguard S&P 500 ETF worth $11.3M as of Q2 2026.
Cypress Point Wealth Management sold 1,543 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.03M.
Vanguard S&P 500 ETF made up 2.31% of Cypress Point Wealth Management's portfolio in Q2 2026, its #8 holding.
Cypress Point Wealth Management first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 16 quarters since.
Cypress Point Wealth Management's Vanguard S&P 500 ETF position peaked at $12.9M in Q3 2025.
3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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