Cypress Point Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Cypress Point Wealth Management’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
2026 Q2	$11.1M	Buy	50,921 +19,674	+63%	+$4.11M	2.26%	9
2026 Q1	$6.13M	Buy	31,247 +17,690	+130%	+$3.54M	1.32%	12
2025 Q4	$2.59M	Sell	13,557 -229	-2%	-$43.1K	0.57%	27
2025 Q3	$2.57M	Buy	13,786 +4,516	+49%	+$818K	0.52%	26
2025 Q2	$1.64M	Hold	9,270	–	–	0.4%	34
2025 Q1	$1.6M	Hold	9,270	–	–	0.51%	32
2024 Q4	$1.57M	Buy	9,270 +26	+0.3%	+$4.56K	0.49%	33
2024 Q3	$1.61M	Buy	9,244 +51	+0.6%	+$8.54K	0.63%	34
2024 Q2	$1.47M	Hold	9,193	–	–	0.7%	30
2024 Q1	$1.5M	Buy	9,193 +2,419	+36%	+$373K	0.77%	30
2023 Q4	$1.01M	Hold	6,774	–	–	0.75%	32
2023 Q3	$934K	Buy	6,774 +4,774	+239%	+$684K	0.82%	28
2023 Q2	$284K	Sell	2,000 -1,925	-49%	-$267K	0.3%	37
2023 Q1	$542K	Sell	3,925 -27,700	-88%	-$3.89M	0.76%	29
2022 Q4	$4.44M	Buy	+31,625	New	+$4.36M	6.96%	3

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Cypress Point Wealth Management's VTV Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Vanguard Morningstar Value ETF (VTV) stake by 63% in Q2 2026, buying an estimated $4.11M and bringing the position to 50,921 shares worth $11.1M. The position accounts for 2.26% of the portfolio, ranked #9.

Cypress Point Wealth Management first reported a position in VTV in Q4 2022 and has held it in 15 quarters since. 2,789 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

Cypress Point Wealth Management held 50,921 shares of Vanguard Morningstar Value ETF worth $11.1M as of Q2 2026.
Cypress Point Wealth Management bought 19,674 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $4.11M.
Vanguard Morningstar Value ETF made up 2.26% of Cypress Point Wealth Management's portfolio in Q2 2026, its #9 holding.
Cypress Point Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and has held it in 15 quarters since.
2,789 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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