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

Cypress Wealth Services’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
2020
Q4 		– Sell
-31,100
Closed -$9.57M – 510
2020
Q3 		$9.57M Buy
+31,100
New +$9.47M 2.45% 5

Other funds holding VOO

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

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. 1,728 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.
  • 1,728 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.