Cypress Capital Advisors’s Vanguard Morningstar 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 Q2	$31.5M	Buy	85,151 +1,431	+2%	+$512K	12.95%	2
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 $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cypress Capital Advisors's VTI Position: Q2 2026 in Review

Cypress Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q2 2026, buying an estimated $512K and bringing the position to 85,151 shares worth $31.5M. The position accounts for 12.95% of the portfolio, ranked #2.

Cypress Capital Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cypress Capital Advisors held 85,151 shares of Vanguard Morningstar Total Stock Market ETF worth $31.5M as of Q2 2026.
Cypress Capital Advisors bought 1,431 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $512K.
Vanguard Morningstar Total Stock Market ETF made up 12.95% of Cypress Capital Advisors's portfolio in Q2 2026, its #2 holding.
Cypress Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cypress Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.