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

Cypress Capital Management (Wyoming)’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 Q1	–	Sell	-382	Closed	-$56K	–	295
2021 Q4	$56K	Hold	382	–	–	0.05%	120
2021 Q3	$52K	Hold	382	–	–	0.04%	119
2021 Q2	$53K	Hold	382	–	–	0.04%	137
2021 Q1	$50K	Hold	382	–	–	0.04%	126
2020 Q4	$45K	Hold	382	–	–	0.04%	121
2020 Q3	$41K	Buy	+382	New	+$40K	0.04%	114

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s VTV Position: Q1 2022 in Review

Cypress Capital Management (Wyoming) sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2022, closing a stake of 382 shares — an estimated $56K sold.

Cypress Capital Management (Wyoming) first reported a position in VTV in Q3 2020 and held it in 6 quarters. The position peaked at $56K in Q4 2021. 1,647 funds tracked by Wall St. Rank hold VTV as of Q1 2022.

Cypress Capital Management (Wyoming) reported no remaining Vanguard Morningstar Value ETF position as of Q1 2022 after selling out during the quarter.
Cypress Capital Management (Wyoming) sold 382 Vanguard Morningstar Value ETF shares in Q1 2022, an estimated $56K.
Cypress Capital Management (Wyoming) first reported a position in Vanguard Morningstar Value ETF in Q3 2020 and held it in 6 quarters.
Cypress Capital Management (Wyoming)'s Vanguard Morningstar Value ETF position peaked at $56K in Q4 2021.
1,647 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2022.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q1 2022, filed 9 May 2022.