Cypress Capital Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Cypress Capital Advisors’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Buy	49,467 +1,428	+3%	+$298K	4.43%	5
2026 Q1	$9.43M	Buy	48,039 +14,305	+42%	+$2.86M	5.11%	4
2025 Q4	$6.44M	Buy	33,734 +14,891	+79%	+$2.8M	3.46%	10
2025 Q3	$3.51M	Buy	18,843 +2,099	+13%	+$380K	2%	15
2025 Q2	$2.96M	Buy	16,744 +2,876	+21%	+$486K	1.85%	15
2025 Q1	$2.4M	Buy	13,868 +2,431	+21%	+$424K	1.67%	16
2024 Q4	$1.94M	Buy	+11,437	New	+$2.01M	1.52%	16

Other funds holding VTV

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cypress Capital Advisors increased its Vanguard Morningstar Value ETF (VTV) stake by 3% in Q2 2026, buying an estimated $298K and bringing the position to 49,467 shares worth $10.8M. The position accounts for 4.43% of the portfolio, ranked #5.

Cypress Capital Advisors first reported a position in VTV in Q4 2024 and has held it in 7 quarters since. 2,796 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Cypress Capital Advisors held 49,467 shares of Vanguard Morningstar Value ETF worth $10.8M as of Q2 2026.
Cypress Capital Advisors bought 1,428 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $298K.
Vanguard Morningstar Value ETF made up 4.43% of Cypress Capital Advisors's portfolio in Q2 2026, its #5 holding.
Cypress Capital Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2024 and has held it in 7 quarters since.
2,796 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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