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

Cypress Capital Management (Delaware)’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
2022
Q4 		– Sell
-33,996
Closed -$1.6M – 170
2022
Q3 		$1.6M Sell
33,996
-400
-1% -$20.9K 0.3% 73
2022
Q2 		$1.69M Sell
34,396
-460
-1% -$24.9K 0.25% 77
2022
Q1 		$2.07M Sell
34,856
-1,220
-3% -$71.6K 0.26% 74
2021
Q4 		$2.3M Sell
36,076
-380
-1% -$23.8K 0.26% 77
2021
Q3 		$2.16M Hold
36,456
– – 0.29% 69
2021
Q2 		$2.16M Sell
36,456
-140
-0.4% -$8.11K 0.29% 69
2021
Q1 		$2.02M Sell
36,596
-3,580
-9% -$194K 0.28% 71
2020
Q4 		$2.08M Sell
40,176
-380
-0.9% -$18.4K 0.28% 67
2020
Q3 		$1.79M Buy
40,556
+60
+0.1% +$2.62K 0.27% 65
2020
Q2 		$1.66M Hold
40,496
– – 0.27% 65
2020
Q1 		$1.33M Sell
40,496
-20
-0% -$828 0.26% 61
2019
Q4 		$1.8M Sell
40,516
-440
-1% -$18.9K 0.28% 64
2019
Q3 		$1.72M Sell
40,956
-5,880
-13% -$246K 0.28% 62
2019
Q2 		$1.96M Sell
46,836
-700
-1% -$28.6K 0.34% 58
2019
Q1 		$1.91M Sell
47,536
-1,400
-3% -$53.8K 0.35% 53
2018
Q4 		$1.69M Buy
48,936
+14,100
+40% +$529K 0.35% 50
2018
Q3 		$1.43M Sell
34,836
-14,160
-29% -$578K 0.25% 55
2018
Q2 		$1.93M Sell
48,996
-1,240
-2% -$48.7K 0.37% 47
2018
Q1 		$1.94M Buy
50,236
+1,780
+4% +$70.1K 0.37% 48
2017
Q4 		$1.88M Buy
48,456
+240
+0.5% +$9.06K 0.36% 51
2017
Q3 		$1.77M Buy
+48,216
New +$1.74M 0.38% 50

Other funds holding VO

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cypress Capital Management (Delaware) sold out of Vanguard Morningstar Mid-Cap ETF (VO) in Q4 2022, closing a stake of 33,996 shares — an estimated $1.6M sold.

Cypress Capital Management (Delaware) first reported a position in VO in Q3 2017 and held it in 21 quarters. The position peaked at $2.3M in Q4 2021. 1,620 funds tracked by Wall St. Rank hold VO as of Q4 2022.

  • Cypress Capital Management (Delaware) reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Cypress Capital Management (Delaware) sold 33,996 Vanguard Morningstar Mid-Cap ETF shares in Q4 2022, an estimated $1.6M.
  • Cypress Capital Management (Delaware) first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2017 and held it in 21 quarters.
  • Cypress Capital Management (Delaware)'s Vanguard Morningstar Mid-Cap ETF position peaked at $2.3M in Q4 2021.
  • 1,620 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q4 2022.

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