Cypress Wealth Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.23M | Sell |
89,687
-741
| -0.8% | -$57.4K | 0.89% | 27 |
|
|
2026
Q1 | $6.49M | Sell |
90,428
-1,944
| -2% | -$144K | 0.92% | 25 |
|
|
2025
Q4 | $6.7M | Sell |
92,372
-752
| -0.8% | -$54.7K | 0.93% | 26 |
|
|
2025
Q3 | $6.84M | Sell |
93,124
-464
| -0.5% | -$33.3K | 1.12% | 21 |
|
|
2025
Q2 | $6.55M | Buy |
93,588
+584
| +0.6% | +$38.3K | 1.17% | 20 |
|
|
2025
Q1 | $6.01M | Sell |
93,004
-892
| -0.9% | -$59.9K | 1.22% | 18 |
|
|
2024
Q4 | $6.2M | Sell |
93,896
-3,140
| -3% | -$213K | 1.25% | 18 |
|
|
2024
Q3 | $6.4M | Sell |
97,036
-2,160
| -2% | -$136K | 1.32% | 17 |
|
|
2024
Q2 | $6M | Sell |
99,196
-1,936
| -2% | -$118K | 1.34% | 17 |
|
|
2024
Q1 | $6.32M | Sell |
101,132
-1,132
| -1% | -$66.9K | 1.47% | 16 |
|
|
2023
Q4 | $5.95M | Buy |
102,264
+756
| +0.7% | +$40.4K | 1.48% | 13 |
|
|
2023
Q3 | $5.28M | Sell |
101,508
-712
| -0.7% | -$39K | 1.46% | 13 |
|
|
2023
Q2 | $5.78M | Sell |
102,220
-20
| -0% | -$1.05K | 1.52% | 13 |
|
|
2023
Q1 | $5.39M | Sell |
102,240
-368
| -0.4% | -$19.6K | 1.58% | 13 |
|
|
2022
Q4 | $5.23M | Sell |
102,608
-4,964
| -5% | -$253K | 1.68% | 11 |
|
|
2022
Q3 | $5.17M | Sell |
107,572
-1,172
| -1% | -$61.2K | 1.76% | 12 |
|
|
2022
Q2 | $5.36M | Sell |
108,744
-5,388
| -5% | -$291K | 1.71% | 13 |
|
|
2022
Q1 | $6.79M | Sell |
114,132
-6,344
| -5% | -$372K | 1.85% | 11 |
|
|
2021
Q4 | $7.67M | Buy |
120,476
+1,388
| +1% | +$87K | 2.1% | 6 |
|
|
2021
Q3 | $7.05M | Buy |
119,088
+404
| +0.3% | +$24.4K | 2.11% | 8 |
|
|
2021
Q2 | $7.04M | Sell |
118,684
-24,616
| -17% | -$1.43M | 1.92% | 6 |
|
|
2021
Q1 | $7.93M | Sell |
143,300
-1,872
| -1% | -$102K | 1.66% | 12 |
|
|
2020
Q4 | $7.5M | Buy |
+145,172
| New | +$7.03M | 1.68% | 12 |
|
|
2020
Q3 | – | Sell |
-125,652
| Closed | -$5.48M | – | 494 |
|
|
2020
Q2 | $5.15M | Sell |
125,652
-8,312
| -6% | -$318K | 1.23% | 17 |
|
|
2020
Q1 | $4.41M | Sell |
133,964
-19,832
| -13% | -$821K | 1.3% | 15 |
|
|
2019
Q4 | $6.85M | Sell |
153,796
-1,336
| -0.9% | -$57.4K | 1.73% | 9 |
|
|
2019
Q3 | $6.5M | Sell |
155,132
-2,868
| -2% | -$120K | 1.78% | 9 |
|
|
2019
Q2 | $6.6M | Buy |
158,000
+5,940
| +4% | +$243K | 1.91% | 7 |
|
|
2019
Q1 | $6.11M | Buy |
152,060
+5,200
| +4% | +$200K | 1.93% | 8 |
|
|
2018
Q4 | $5.07M | Sell |
146,860
-26,072
| -15% | -$979K | 2.01% | 6 |
|
|
2018
Q3 | $7.1M | Buy |
172,932
+8,016
| +5% | +$327K | 2.54% | 2 |
|
|
2018
Q2 | $6.5M | Buy |
164,916
+15,336
| +10% | +$602K | 2.47% | 1 |
|
|
2018
Q1 | $5.77M | Buy |
149,580
+10,096
| +7% | +$398K | 2.46% | 4 |
|
|
2017
Q4 | $5.4M | Buy |
+139,484
| New | +$5.27M | 2.24% | 5 |
|
Other funds holding VO
Cypress Wealth Services's VO Position: Q2 2026 in Review
Cypress Wealth Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.82% in Q2 2026, selling an estimated $57.4K and leaving 89,687 shares worth $7.23M. The position accounts for 0.89% of the portfolio, ranked #27.
Cypress Wealth Services first reported a position in VO in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.93M in Q1 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- Cypress Wealth Services held 89,687 shares of Vanguard Morningstar Mid-Cap ETF worth $7.23M as of Q2 2026.
- Cypress Wealth Services sold 741 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $57.4K.
- Vanguard Morningstar Mid-Cap ETF made up 0.89% of Cypress Wealth Services's portfolio in Q2 2026, its #27 holding.
- Cypress Wealth Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Cypress Wealth Services's Vanguard Morningstar Mid-Cap ETF position peaked at $7.93M in Q1 2021.
- 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.