Cypress Capital Management (Delaware)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cypress Capital Management (Delaware)’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-5,601	Closed	-$1M	–	174
2022 Q3	$1M	Buy	5,601 +60	+1%	+$12K	0.19%	94
2022 Q2	$1.04M	Sell	5,541 -9	-0.2%	-$1.85K	0.16%	97
2022 Q1	$1.26M	Sell	5,550 -120	-2%	-$27K	0.16%	98
2021 Q4	$1.37M	Buy	5,670 +14	+0.2%	+$3.31K	0.15%	98
2021 Q3	$1.26M	Hold	5,656	–	–	0.17%	89
2021 Q2	$1.26M	Buy	5,656 +100	+2%	+$21.7K	0.17%	90
2021 Q1	$1.15M	Sell	5,556 -7	-0.1%	-$1.42K	0.16%	97
2020 Q4	$1.08M	Sell	5,563 -30	-0.5%	-$5.48K	0.15%	96
2020 Q3	$953K	Sell	5,593 -50	-0.9%	-$8.41K	0.15%	94
2020 Q2	$883K	Buy	5,643 +300	+6%	+$44.2K	0.14%	93
2020 Q1	$689K	Buy	5,343 +20	+0.4%	+$3.09K	0.14%	93
2019 Q4	$871K	Buy	5,323 +150	+3%	+$23.5K	0.13%	100
2019 Q3	$781K	Buy	5,173 +970	+23%	+$146K	0.13%	96
2019 Q2	$631K	Buy	4,203 +70	+2%	+$10.3K	0.11%	110
2019 Q1	$598K	Buy	4,133 +1,667	+68%	+$233K	0.11%	105
2018 Q4	$315K	Sell	2,466 -65	-3%	-$8.97K	0.07%	123
2018 Q3	$379K	Buy	+2,531	New	+$372K	0.07%	119

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Cypress Capital Management (Delaware) sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2022, closing a stake of 5,601 shares — an estimated $1M sold.

Cypress Capital Management (Delaware) first reported a position in VTI in Q3 2018 and held it in 17 quarters. The position peaked at $1.37M in Q4 2021. 2,305 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 5,601 Vanguard Morningstar Total Stock Market ETF shares in Q4 2022, an estimated $1M.
Cypress Capital Management (Delaware) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and held it in 17 quarters.
Cypress Capital Management (Delaware)'s Vanguard Morningstar Total Stock Market ETF position peaked at $1.37M in Q4 2021.
2,305 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2022.

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