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Cypress Capital Group’s Vanguard Morningstar 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
Q2 		$1.08M Sell
13,368
-5,288
-28% -$410K 0.1% 146
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Cypress Capital Group's VO Position: Q2 2026 in Review

Cypress Capital Group reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 28% in Q2 2026, selling an estimated $410K and leaving 13,368 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #146.

Cypress Capital Group first reported a position in VO in Q2 2016 and has held it in 20 quarters since. The position peaked at $1.92M in Q3 2024. 2,489 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Cypress Capital Group held 13,368 shares of Vanguard Morningstar Mid-Cap ETF worth $1.08M as of Q2 2026.
  • Cypress Capital Group sold 5,288 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $410K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.1% of Cypress Capital Group's portfolio in Q2 2026, its #146 holding.
  • Cypress Capital Group first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2016 and has held it in 20 quarters since.
  • Cypress Capital Group's Vanguard Morningstar Mid-Cap ETF position peaked at $1.92M in Q3 2024.
  • 2,489 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.