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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
2020
Q4 		– Sell
-42,684
Closed -$1.85M – 515
2020
Q3 		$1.85M Buy
+42,684
New +$1.86M 0.47% 48

Other funds holding VWO

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
S
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
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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. 1,125 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.
  • 1,125 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.