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Cypress Capital Advisors’s Vanguard 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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

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

Cypress Capital Advisors increased its Vanguard Value ETF (VTV) stake by 42% in Q1 2026, buying an estimated $2.86M and bringing the position to 48,039 shares worth $9.43M. The position accounts for 5.11% of the portfolio, ranked #4.

Cypress Capital Advisors first reported a position in VTV in Q4 2024 and has held it in 6 quarters since. 2,697 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

  • Cypress Capital Advisors held 48,039 shares of Vanguard Value ETF worth $9.43M as of Q1 2026.
  • Cypress Capital Advisors bought 14,305 Vanguard Value ETF shares in Q1 2026, an estimated $2.86M.
  • Vanguard Value ETF made up 5.11% of Cypress Capital Advisors's portfolio in Q1 2026, its #4 holding.
  • Cypress Capital Advisors first reported a position in Vanguard Value ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,697 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

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