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Cypress Wealth Services’s Vanguard Morningstar 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

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Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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. 2,491 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.
  • 2,491 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.