Cypress Wealth Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cypress Wealth Services’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.05M	Buy	34,427 +4,400	+15%	+$259K	0.25%	76
2026 Q1	$1.62M	Sell	30,027 -1,846	-6%	-$103K	0.23%	88
2025 Q4	$1.71M	Sell	31,873 -143	-0.4%	-$7.77K	0.24%	80
2025 Q3	$1.73M	Sell	32,016 -270	-0.8%	-$13.9K	0.28%	66
2025 Q2	$1.6M	Buy	32,286 +6,025	+23%	+$279K	0.29%	69
2025 Q1	$1.19M	Sell	26,261 -320	-1%	-$14.4K	0.24%	79
2024 Q4	$1.17M	Sell	26,581 -732	-3%	-$34K	0.24%	75
2024 Q3	$1.31M	Sell	27,313 -627	-2%	-$27.9K	0.27%	67
2024 Q2	$1.22M	Sell	27,940 -1,768	-6%	-$76.2K	0.27%	68
2024 Q1	$1.24M	Buy	29,708 +373	+1%	+$15.2K	0.29%	67
2023 Q4	$1.21M	Sell	29,335 -63	-0.2%	-$2.5K	0.3%	67
2023 Q3	$1.15M	Buy	29,398 +363	+1%	+$14.8K	0.32%	65
2023 Q2	$1.22M	Sell	29,035 -250	-0.9%	-$10.1K	0.32%	63
2023 Q1	$1.18M	Sell	29,285 -541	-2%	-$22K	0.35%	62
2022 Q4	$1.16M	Buy	29,826 +372	+1%	+$14.2K	0.37%	67
2022 Q3	$1.09M	Sell	29,454 -869	-3%	-$35.3K	0.37%	66
2022 Q2	$1.26M	Sell	30,323 -7,741	-20%	-$334K	0.4%	58
2022 Q1	$1.76M	Sell	38,064 -1,585	-4%	-$76.2K	0.48%	48
2021 Q4	$1.96M	Buy	39,649 +499	+1%	+$25.2K	0.54%	49
2021 Q3	$1.96M	Sell	39,150 -4,402	-10%	-$227K	0.59%	45
2021 Q2	$2.37M	Buy	43,552 +368	+0.9%	+$19.6K	0.65%	39
2021 Q1	$2.25M	Sell	43,184 -2,367	-5%	-$126K	0.47%	48
2020 Q4	$2.28M	Buy	+45,551	New	+$2.14M	0.51%	44
2020 Q3	–	Sell	-43,428	Closed	-$1.89M	–	500
2020 Q2	$1.72M	Sell	43,428 -6,752	-13%	-$250K	0.41%	65
2020 Q1	$1.68M	Sell	50,180 -2,787	-5%	-$114K	0.5%	60
2019 Q4	$2.35M	Sell	52,967 -3,674	-6%	-$156K	0.59%	54
2019 Q3	$2.28M	Sell	56,641 -4,378	-7%	-$181K	0.63%	54
2019 Q2	$2.6M	Sell	61,019 -1,360	-2%	-$57.2K	0.75%	43
2019 Q1	$2.65M	Sell	62,379 -2,270	-4%	-$93.5K	0.84%	37
2018 Q4	$2.46M	Sell	64,649 -14,933	-19%	-$578K	0.98%	32
2018 Q3	$3.26M	Buy	79,582 +1,437	+2%	+$60.5K	1.17%	26
2018 Q2	$3.3M	Buy	78,145 +1,562	+2%	+$70.5K	1.25%	26
2018 Q1	$3.6M	Sell	76,583 -587	-0.8%	-$28.1K	1.54%	22
2017 Q4	$3.54M	Buy	+77,170	New	+$3.45M	1.47%	22

Other funds holding VWO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

EPM

Elm Partners Management Philadelphia, Pennsylvania $2.79B AUM 18.53% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

Cypress Wealth Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 15% in Q2 2026, buying an estimated $259K and bringing the position to 34,427 shares worth $2.05M. The position accounts for 0.25% of the portfolio, ranked #76.

Cypress Wealth Services first reported a position in VWO in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.6M in Q1 2018. 1,425 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Cypress Wealth Services held 34,427 shares of Vanguard FTSE Emerging Markets ETF worth $2.05M as of Q2 2026.
Cypress Wealth Services bought 4,400 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $259K.
Vanguard FTSE Emerging Markets ETF made up 0.25% of Cypress Wealth Services's portfolio in Q2 2026, its #76 holding.
Cypress Wealth Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 34 quarters since.
Cypress Wealth Services's Vanguard FTSE Emerging Markets ETF position peaked at $3.6M in Q1 2018.
1,425 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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