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Cypress Wealth Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-138,244
Closed -$6.09M – 509
2020
Q3 		$6.09M Buy
+138,244
New +$6.02M 1.56% 13

Other funds holding VO

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Cypress Wealth Services's VO Position: Q2 2026 in Review

Cypress Wealth Services reduced its Vanguard 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. 1,116 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Cypress Wealth Services held 89,687 shares of Vanguard Mid-Cap ETF worth $7.23M as of Q2 2026.
  • Cypress Wealth Services sold 741 Vanguard Mid-Cap ETF shares in Q2 2026, an estimated $57.4K.
  • Vanguard 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 Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Vanguard Mid-Cap ETF position peaked at $7.93M in Q1 2021.
  • 1,116 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q2 2026.

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