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Cypress Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cypress Capital’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
2026
Q2 		$49.9M Sell
134,808
-3,686
-3% -$1.32M 13.49% 1
2026
Q1 		$44.4M Sell
138,494
-782
-0.6% -$262K 12.64% 1
2025
Q4 		$46.7M Buy
139,276
+970
+0.7% +$323K 13.07% 1
2025
Q3 		$45.4M Sell
138,306
-11,018
-7% -$3.48M 12.98% 1
2025
Q2 		$45.4M Sell
149,324
-1,060
-0.7% -$298K 13.18% 1
2025
Q1 		$41.3M Buy
150,384
+1
+0% +$291 11.91% 2
2024
Q4 		$43.6M Sell
150,383
-18,190
-11% -$5.31M 12.46% 2
2024
Q3 		$47.7M Sell
168,573
-35,250
-17% -$9.61M 12.31% 2
2024
Q2 		$54.5M Buy
203,823
+8,540
+4% +$2.21M 13.68% 2
2024
Q1 		$50.8M Sell
195,283
-3,066
-2% -$759K 13.88% 2
2023
Q4 		$47.1M Buy
198,349
+119
+0.1% +$26.3K 13.39% 2
2023
Q3 		$42.1M Sell
198,230
-9,907
-5% -$2.19M 12.35% 2
2023
Q2 		$45.8M Sell
208,137
-3,530
-2% -$736K 13.18% 2
2023
Q1 		$43.2M Buy
211,667
+350
+0.2% +$70.1K 13.51% 2
2022
Q4 		$40.4M Buy
211,317
+8,218
+4% +$1.58M 12.67% 2
2022
Q3 		$36.5M Sell
203,099
-1,908
-0.9% -$380K 12.84% 1
2022
Q2 		$38.7M Buy
205,007
+3,974
+2% +$816K 5.51% 2
2022
Q1 		$45.8M Buy
201,033
+1,822
+0.9% +$410K 5.61% 2
2021
Q4 		$48.1M Sell
199,211
-20,617
-9% -$4.87M 5.48% 3
2021
Q3 		$48.8M Buy
+219,828
New +$50.1M 6.2% 2
2021
Q2 		– Sell
-212,548
Closed -$43.9M – 119
2021
Q1 		$43.9M Buy
212,548
+1,926
+0.9% +$390K 17.92% 1
2020
Q4 		$41M Sell
210,622
-5,781
-3% -$1.06M 18.58% 1
2020
Q3 		$38.5M Sell
216,403
-18,925
-8% -$3.18M 17.85% 1
2020
Q2 		$36.8M Buy
+235,328
New +$34.7M 16.3% 1
2019
Q4 		$36.5M Sell
223,359
-11,395
-5% -$1.79M 15.37% 2
2019
Q3 		$35.4M Sell
234,754
-12,897
-5% -$1.94M 16.29% 2
2019
Q2 		$37.2M Sell
247,651
-18,552
-7% -$2.73M 16.79% 2
2019
Q1 		$38.5M Sell
266,203
-4,375
-2% -$610K 16.05% 2
2018
Q4 		$34.5M Buy
+270,578
New +$37.4M 15.88% 2

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cypress Capital's VTI Position: Q2 2026 in Review

Cypress Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.7% in Q2 2026, selling an estimated $1.32M and leaving 134,808 shares worth $49.9M. The position accounts for 13.49% of the portfolio, ranked #1.

Cypress Capital first reported a position in VTI in Q4 2018 and has held it in 29 quarters since. The position peaked at $54.5M in Q2 2024. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Cypress Capital held 134,808 shares of Vanguard Morningstar Total Stock Market ETF worth $49.9M as of Q2 2026.
  • Cypress Capital sold 3,686 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.32M.
  • Vanguard Morningstar Total Stock Market ETF made up 13.49% of Cypress Capital's portfolio in Q2 2026, its #1 holding.
  • Cypress Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 29 quarters since.
  • Cypress Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $54.5M in Q2 2024.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.