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Cypress Capital Management (Delaware)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cypress Capital Management (Delaware)’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,060
Closed -$694K – 165
2022
Q3 		$694K Sell
4,060
-5
-0.1% -$944 0.13% 115
2022
Q2 		$716K Sell
4,065
-120
-3% -$23.2K 0.11% 124
2022
Q1 		$889K Sell
4,185
-285
-6% -$60K 0.11% 120
2021
Q4 		$1.01M Sell
4,470
-190
-4% -$43.2K 0.11% 115
2021
Q3 		$1.05M Hold
4,660
– – 0.14% 104
2021
Q2 		$1.05M Sell
4,660
-220
-5% -$48.8K 0.14% 105
2021
Q1 		$1.04M Sell
4,880
-735
-13% -$155K 0.14% 100
2020
Q4 		$1.09M Sell
5,615
-25
-0.4% -$4.41K 0.15% 94
2020
Q3 		$867K Buy
5,640
+125
+2% +$19.2K 0.13% 100
2020
Q2 		$804K Hold
5,515
– – 0.13% 98
2020
Q1 		$637K Sell
5,515
-5
-0.1% -$751 0.13% 98
2019
Q4 		$914K Hold
5,520
– – 0.14% 94
2019
Q3 		$849K Sell
5,520
-1,200
-18% -$186K 0.14% 93
2019
Q2 		$1.05M Sell
6,720
-50
-0.7% -$7.73K 0.18% 82
2019
Q1 		$1.03M Sell
6,770
-325
-5% -$48.3K 0.19% 78
2018
Q4 		$936K Sell
7,095
-50
-0.7% -$7.28K 0.19% 69
2018
Q3 		$1.16M Sell
7,145
-90
-1% -$14.6K 0.2% 68
2018
Q2 		$1.13M Sell
7,235
-270
-4% -$41.3K 0.21% 66
2018
Q1 		$1.1M Buy
7,505
+310
+4% +$46.3K 0.21% 67
2017
Q4 		$1.06M Buy
7,195
+205
+3% +$29.7K 0.2% 67
2017
Q3 		$988K Buy
+6,990
New +$952K 0.21% 67

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Cypress Capital Management (Delaware)'s VB Position: Q4 2022 in Review

Cypress Capital Management (Delaware) sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q4 2022, closing a stake of 4,060 shares — an estimated $694K sold.

Cypress Capital Management (Delaware) first reported a position in VB in Q3 2017 and held it in 21 quarters. The position peaked at $1.16M in Q3 2018. 1,660 funds tracked by Wall St. Rank hold VB as of Q4 2022.

  • Cypress Capital Management (Delaware) reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Cypress Capital Management (Delaware) sold 4,060 Vanguard Morningstar Small-Cap ETF shares in Q4 2022, an estimated $694K.
  • Cypress Capital Management (Delaware) first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2017 and held it in 21 quarters.
  • Cypress Capital Management (Delaware)'s Vanguard Morningstar Small-Cap ETF position peaked at $1.16M in Q3 2018.
  • 1,660 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q4 2022.

Based on Cypress Capital Management (Delaware)'s 13F filing for Q4 2022.