Cypress Capital Management (Delaware)’s Vanguard Morningstar Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,804	Closed	-$346K	–	175
2022 Q3	$346K	Hold	2,804	–	–	0.06%	154
2022 Q2	$370K	Hold	2,804	–	–	0.06%	153
2022 Q1	$414K	Hold	2,804	–	–	0.05%	155
2021 Q4	$412K	Hold	2,804	–	–	0.05%	162
2021 Q3	$385K	Hold	2,804	–	–	0.05%	143
2021 Q2	$385K	Hold	2,804	–	–	0.05%	143
2021 Q1	$369K	Hold	2,804	–	–	0.05%	142
2020 Q4	$334K	Hold	2,804	–	–	0.05%	147
2020 Q3	$293K	Hold	2,804	–	–	0.04%	149
2020 Q2	$279K	Hold	2,804	–	–	0.05%	146
2020 Q1	$250K	Hold	2,804	–	–	0.05%	140
2019 Q4	$336K	Hold	2,804	–	–	0.05%	140
2019 Q3	$313K	Buy	+2,804	New	+$310K	0.05%	139

Other funds holding VTV

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Cypress Capital Management (Delaware) sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2022, closing a stake of 2,804 shares — an estimated $346K sold.

Cypress Capital Management (Delaware) first reported a position in VTV in Q3 2019 and held it in 13 quarters. The position peaked at $414K in Q1 2022. 1,827 funds tracked by Wall St. Rank hold VTV as of Q4 2022.

Cypress Capital Management (Delaware) reported no remaining Vanguard Morningstar Value ETF position as of Q4 2022 after selling out during the quarter.
Cypress Capital Management (Delaware) sold 2,804 Vanguard Morningstar Value ETF shares in Q4 2022, an estimated $346K.
Cypress Capital Management (Delaware) first reported a position in Vanguard Morningstar Value ETF in Q3 2019 and held it in 13 quarters.
Cypress Capital Management (Delaware)'s Vanguard Morningstar Value ETF position peaked at $414K in Q1 2022.
1,827 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2022.

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