Cypress Wealth Services
VTI icon

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

Cypress Wealth Services’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
Q3 		$1.33M Buy
3,470
+32
+0.9% +$12K 0.16% 102
2026
Q2 		$1.27M Buy
3,438
+859
+33% +$307K 0.16% 108
2026
Q1 		$827K Sell
2,579
-1,523
-37% -$511K 0.12% 141
2025
Q4 		$1.38M Buy
4,102
+252
+7% +$83.8K 0.19% 92
2025
Q3 		$1.26M Buy
3,850
+146
+4% +$46.1K 0.21% 85
2025
Q2 		$1.13M Buy
3,704
+1,786
+93% +$502K 0.2% 90
2025
Q1 		$527K Buy
1,918
+58
+3% +$16.9K 0.11% 150
2024
Q4 		$539K Buy
1,860
+501
+37% +$146K 0.11% 148
2024
Q3 		$385K Buy
1,359
+15
+1% +$4.09K 0.08% 183
2024
Q2 		$360K Buy
1,344
+38
+3% +$9.8K 0.08% 175
2024
Q1 		$340K Sell
1,306
-1,080
-45% -$267K 0.08% 180
2023
Q4 		$566K Buy
2,386
+128
+6% +$28.3K 0.14% 126
2023
Q3 		$480K Buy
2,258
+16
+0.7% +$3.54K 0.13% 138
2023
Q2 		$504K Buy
2,242
+7
+0.3% +$1.46K 0.13% 138
2023
Q1 		$456K Buy
2,235
+197
+10% +$39.4K 0.13% 137
2022
Q4 		$390K Buy
+2,038
New +$393K 0.13% 152
2021
Q2 		– Sell
-3,761
Closed -$777K – 309
2021
Q1 		$777K Buy
3,761
+11
+0.3% +$2.23K 0.16% 108
2020
Q4 		$730K Buy
+3,750
New +$685K 0.16% 102
2020
Q1 		– Sell
-1,594
Closed -$261K – 279
2019
Q4 		$261K Buy
1,594
+175
+12% +$27.4K 0.07% 207
2019
Q3 		$214K Buy
1,419
+6
+0.4% +$904 0.06% 228
2019
Q2 		$212K Buy
1,413
+5
+0.4% +$736 0.06% 239
2019
Q1 		$204K Sell
1,408
-1,493
-51% -$208K 0.06% 238
2018
Q4 		$370K Buy
2,901
+1,514
+109% +$209K 0.15% 131
2018
Q3 		$208K Sell
1,387
-42
-3% -$6.18K 0.07% 209
2018
Q2 		$201K Buy
+1,429
New +$199K 0.08% 210

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

Cypress Wealth Services's VTI Position: Q3 2026 in Review

Cypress Wealth Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.93% in Q3 2026, buying an estimated $12K and bringing the position to 3,470 shares worth $1.33M. The position accounts for 0.16% of the portfolio, ranked #102.

Cypress Wealth Services first reported a position in VTI in Q2 2018 and has held it in 25 quarters since. The position peaked at $1.38M in Q4 2025. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Cypress Wealth Services held 3,470 shares of Vanguard Morningstar Total Stock Market ETF worth $1.33M as of Q3 2026.
  • Cypress Wealth Services bought 32 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $12K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of Cypress Wealth Services's portfolio in Q3 2026, its #102 holding.
  • Cypress Wealth Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2018 and has held it in 25 quarters since.
  • Cypress Wealth Services's Vanguard Morningstar Total Stock Market ETF position peaked at $1.38M in Q4 2025.
  • 2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.