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Cypress Wealth Services’s Vanguard Total World Stock ETF VT Stock Holding History

Cypress Wealth Services’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$443K Sell
2,822
-95
-3% -$14.5K 0.05% 262
2026
Q1 		$403K Hold
2,917
– – 0.06% 254
2025
Q4 		$411K Buy
+2,917
New +$408K 0.06% 234

Other funds holding VT

AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Cypress Wealth Services reduced its Vanguard Total World Stock ETF (VT) stake by 3.3% in Q2 2026, selling an estimated $14.5K and leaving 2,822 shares worth $443K. The position accounts for 0.05% of the portfolio, ranked #262.

Cypress Wealth Services first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 530 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Cypress Wealth Services held 2,822 shares of Vanguard Total World Stock ETF worth $443K as of Q2 2026.
  • Cypress Wealth Services sold 95 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $14.5K.
  • Vanguard Total World Stock ETF made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #262 holding.
  • Cypress Wealth Services first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 530 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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