Cypress Wealth Services’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $10.2M | Buy |
14,794
+10
| +0.1% | +$6.67K | 1.25% | 13 |
|
|
2026
Q1 | $8.83M | Buy |
14,784
+1,176
| +9% | +$735K | 1.25% | 14 |
|
|
2025
Q4 | $8.53M | Buy |
13,608
+219
| +2% | +$136K | 1.18% | 19 |
|
|
2025
Q3 | $8.2M | Buy |
13,389
+146
| +1% | +$86.1K | 1.34% | 15 |
|
|
2025
Q2 | $7.52M | Buy |
13,243
+431
| +3% | +$227K | 1.35% | 18 |
|
|
2025
Q1 | $6.58M | Sell |
12,812
-29
| -0.2% | -$15.7K | 1.34% | 17 |
|
|
2024
Q4 | $6.92M | Buy |
12,841
+434
| +3% | +$235K | 1.39% | 16 |
|
|
2024
Q3 | $6.55M | Sell |
12,407
-809
| -6% | -$411K | 1.35% | 15 |
|
|
2024
Q2 | $6.61M | Buy |
13,216
+135
| +1% | +$65K | 1.47% | 14 |
|
|
2024
Q1 | $6.29M | Sell |
13,081
-174
| -1% | -$79.6K | 1.46% | 17 |
|
|
2023
Q4 | $5.79M | Buy |
13,255
+546
| +4% | +$224K | 1.44% | 15 |
|
|
2023
Q3 | $4.99M | Buy |
12,709
+20
| +0.2% | +$8.18K | 1.38% | 16 |
|
|
2023
Q2 | $5.26M | Buy |
12,689
+200
| +2% | +$77.2K | 1.38% | 16 |
|
|
2023
Q1 | $4.7M | Buy |
12,489
+397
| +3% | +$146K | 1.38% | 17 |
|
|
2022
Q4 | $4.25M | Sell |
12,092
-708
| -6% | -$250K | 1.37% | 14 |
|
|
2022
Q3 | $4.27M | Buy |
12,800
+32
| +0.3% | +$11.7K | 1.45% | 14 |
|
|
2022
Q2 | $4.43M | Sell |
12,768
-49
| -0.4% | -$18.5K | 1.41% | 16 |
|
|
2022
Q1 | $5.32M | Buy |
12,817
+422
| +3% | +$173K | 1.45% | 16 |
|
|
2021
Q4 | $5.41M | Sell |
12,395
-661
| -5% | -$279K | 1.48% | 18 |
|
|
2021
Q3 | $5.15M | Sell |
13,056
-230
| -2% | -$93.3K | 1.54% | 18 |
|
|
2021
Q2 | $5.23M | Sell |
13,286
-14,865
| -53% | -$5.71M | 1.43% | 18 |
|
|
2021
Q1 | $10.3M | Sell |
28,151
-2,311
| -8% | -$820K | 2.14% | 5 |
|
|
2020
Q4 | $10.5M | Buy |
+30,462
| New | +$9.93M | 2.34% | 5 |
|
|
2020
Q3 | – | Sell |
-35,980
| Closed | -$11M | – | 495 |
|
|
2020
Q2 | $10.2M | Sell |
35,980
-2,100
| -6% | -$565K | 2.43% | 5 |
|
|
2020
Q1 | $9.02M | Buy |
38,080
+7,565
| +25% | +$2.12M | 2.65% | 4 |
|
|
2019
Q4 | $9.03M | Buy |
30,515
+1,315
| +5% | +$372K | 2.28% | 3 |
|
|
2019
Q3 | $7.96M | Buy |
29,200
+2,735
| +10% | +$742K | 2.18% | 5 |
|
|
2019
Q2 | $7.12M | Buy |
26,465
+689
| +3% | +$182K | 2.06% | 5 |
|
|
2019
Q1 | $6.69M | Buy |
25,776
+2,665
| +12% | +$666K | 2.12% | 5 |
|
|
2018
Q4 | $5.31M | Sell |
23,111
-2,253
| -9% | -$558K | 2.11% | 4 |
|
|
2018
Q3 | $6.77M | Buy |
25,364
+369
| +1% | +$96.6K | 2.42% | 3 |
|
|
2018
Q2 | $6.24M | Sell |
24,995
-515
| -2% | -$128K | 2.37% | 3 |
|
|
2018
Q1 | $6.18M | Buy |
25,510
+1,266
| +5% | +$318K | 2.64% | 2 |
|
|
2017
Q4 | $5.95M | Buy |
+24,244
| New | +$5.79M | 2.47% | 4 |
|
Other funds holding VOO
CCWA
ELFC
JFG
AIA
CTB
Cypress Wealth Services's VOO Position: Q2 2026 in Review
Cypress Wealth Services increased its Vanguard S&P 500 ETF (VOO) stake by 0.07% in Q2 2026, buying an estimated $6.67K and bringing the position to 14,794 shares worth $10.2M. The position accounts for 1.25% of the portfolio, ranked #13.
Cypress Wealth Services first reported a position in VOO in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.5M in Q4 2020. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.
- Cypress Wealth Services held 14,794 shares of Vanguard S&P 500 ETF worth $10.2M as of Q2 2026.
- Cypress Wealth Services bought 10 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $6.67K.
- Vanguard S&P 500 ETF made up 1.25% of Cypress Wealth Services's portfolio in Q2 2026, its #13 holding.
- Cypress Wealth Services first reported a position in Vanguard S&P 500 ETF in Q4 2017 and has held it in 34 quarters since.
- Cypress Wealth Services's Vanguard S&P 500 ETF position peaked at $10.5M in Q4 2020.
- 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.