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Cypress Capital Group’s Vanguard Mid-Cap ETF VO Stock Holding History

Cypress Capital Group’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.34M Sell
18,656
-3,372
-15% -$251K 0.15% 109
2025
Q4 		$1.6M Buy
22,028
+2,556
+13% +$186K 0.18% 97
2025
Q3 		$1.43M Sell
19,472
-1,060
-5% -$76.1K 0.17% 104
2025
Q2 		$1.44M Hold
20,532
– – 0.18% 105
2025
Q1 		$1.33M Sell
20,532
-2,232
-10% -$150K 0.17% 107
2024
Q4 		$1.5M Sell
22,764
-6,304
-22% -$428K 0.18% 99
2024
Q3 		$1.92M Buy
29,068
+3,200
+12% +$201K 0.22% 93
2024
Q2 		$1.57M Sell
25,868
-60
-0.2% -$3.65K 0.19% 99
2024
Q1 		$1.62M Sell
25,928
-1,660
-6% -$98.1K 0.19% 103
2023
Q4 		$1.6M Sell
27,588
-1,168
-4% -$62.4K 0.21% 98
2023
Q3 		$1.5M Sell
28,756
-100
-0.3% -$5.48K 0.22% 98
2023
Q2 		$1.59M Sell
28,856
-420
-1% -$22K 0.23% 95
2023
Q1 		$1.54M Sell
29,276
-484
-2% -$25.8K 0.24% 90
2022
Q4 		$1.52M Buy
29,760
+10,788
+57% +$550K 0.23% 95
2022
Q3 		$891K Buy
18,972
+1,400
+8% +$73.2K 0.15% 135
2022
Q2 		$865K Buy
17,572
+3,516
+25% +$190K 0.13% 144
2022
Q1 		$1.07M Sell
14,056
-6,000
-30% -$352K 0.13% 142
2021
Q4 		$1.28M Buy
+20,056
New +$1.26M 0.16% 119
2016
Q3 		– Sell
-13,020
Closed -$402K – 187
2016
Q2 		$402K Buy
+13,020
New +$398K 0.09% 137

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cypress Capital Group's VO Position: Q1 2026 in Review

Cypress Capital Group reduced its Vanguard Mid-Cap ETF (VO) stake by 15% in Q1 2026, selling an estimated $251K and leaving 18,656 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #109.

Cypress Capital Group first reported a position in VO in Q2 2016 and has held it in 19 quarters since. The position peaked at $1.92M in Q3 2024. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Cypress Capital Group held 18,656 shares of Vanguard Mid-Cap ETF worth $1.34M as of Q1 2026.
  • Cypress Capital Group sold 3,372 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $251K.
  • Vanguard Mid-Cap ETF made up 0.15% of Cypress Capital Group's portfolio in Q1 2026, its #109 holding.
  • Cypress Capital Group first reported a position in Vanguard Mid-Cap ETF in Q2 2016 and has held it in 19 quarters since.
  • Cypress Capital Group's Vanguard Mid-Cap ETF position peaked at $1.92M in Q3 2024.
  • 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Cypress Capital Group's 13F filing for Q1 2026, filed 15 May 2026.