CCA
VTI icon

Cypress Capital Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cypress Capital Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.9M Buy
83,720
+1,530
+2% +$513K 14.56% 1
2025
Q4 		$27.6M Buy
82,190
+3,903
+5% +$1.3M 14.79% 1
2025
Q3 		$25.7M Buy
78,287
+3,652
+5% +$1.15M 14.63% 1
2025
Q2 		$22.7M Buy
74,635
+8,848
+13% +$2.49M 14.19% 1
2025
Q1 		$18.1M Buy
65,787
+12,854
+24% +$3.73M 12.57% 1
2024
Q4 		$15.3M Buy
+52,933
New +$15.4M 12.01% 1

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Capital Advisors's VTI Position: Q1 2026 in Review

Cypress Capital Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 1.9% in Q1 2026, buying an estimated $513K and bringing the position to 83,720 shares worth $26.9M. The position accounts for 14.56% of the portfolio, ranked #1.

Cypress Capital Advisors first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $27.6M in Q4 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Cypress Capital Advisors held 83,720 shares of Vanguard Total Stock Market ETF worth $26.9M as of Q1 2026.
  • Cypress Capital Advisors bought 1,530 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $513K.
  • Vanguard Total Stock Market ETF made up 14.56% of Cypress Capital Advisors's portfolio in Q1 2026, its #1 holding.
  • Cypress Capital Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Cypress Capital Advisors's Vanguard Total Stock Market ETF position peaked at $27.6M in Q4 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Cypress Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.