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

Cypress Wealth Services’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$626K Hold
2,042
– – 0.08% 199
2026
Q1 		$526K Hold
2,042
– – 0.07% 215
2025
Q4 		$570K Buy
+2,042
New +$584K 0.08% 197

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Cypress Wealth Services held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 2,042 shares worth $626K. The position accounts for 0.08% of the portfolio, ranked #199.

Cypress Wealth Services first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 446 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Cypress Wealth Services held 2,042 shares of Vanguard Mid-Cap Growth ETF worth $626K as of Q2 2026.
  • Cypress Wealth Services left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Growth ETF made up 0.08% of Cypress Wealth Services's portfolio in Q2 2026, its #199 holding.
  • Cypress Wealth Services first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 446 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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