Cypress Capital Group’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

Cypress Capital Group’s Portfolio VOE Stock Details VOE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$315K	Buy	+1,592	New	+$308K	0.03%	249

Other funds holding VOE

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Cypress Capital Group opened a new position in Vanguard Morningstar Mid-Cap Value ETF (VOE) in Q2 2026: 1,592 shares worth $315K. The stake represents 0.03% of the portfolio and ranks #249 among its holdings.

1,034 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Cypress Capital Group held 1,592 shares of Vanguard Morningstar Mid-Cap Value ETF worth $315K as of Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF was a new Cypress Capital Group position in Q2 2026.
Vanguard Morningstar Mid-Cap Value ETF made up 0.03% of Cypress Capital Group's portfolio in Q2 2026, its #249 holding.
1,034 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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