Cypress Wealth Services’s Vanguard Morningstar Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $889K | Buy |
4,079
+311
| +8% | +$64.9K | 0.11% | 145 |
|
|
2026
Q1 | $739K | Sell |
3,768
-156
| -4% | -$31.2K | 0.1% | 159 |
|
|
2025
Q4 | $749K | Buy |
3,924
+296
| +8% | +$55.7K | 0.1% | 150 |
|
|
2025
Q3 | $677K | Hold |
3,628
| – | – | 0.11% | 145 |
|
|
2025
Q2 | $641K | Sell |
3,628
-130
| -3% | -$22K | 0.11% | 138 |
|
|
2025
Q1 | $649K | Hold |
3,758
| – | – | 0.13% | 129 |
|
|
2024
Q4 | $636K | Hold |
3,758
| – | – | 0.13% | 123 |
|
|
2024
Q3 | $656K | Hold |
3,758
| – | – | 0.14% | 113 |
|
|
2024
Q2 | $603K | Buy |
3,758
+470
| +14% | +$75.1K | 0.13% | 120 |
|
|
2024
Q1 | $535K | Hold |
3,288
| – | – | 0.12% | 135 |
|
|
2023
Q4 | $492K | Hold |
3,288
| – | – | 0.12% | 142 |
|
|
2023
Q3 | $454K | Sell |
3,288
-54
| -2% | -$7.74K | 0.13% | 146 |
|
|
2023
Q2 | $478K | Hold |
3,342
| – | – | 0.13% | 143 |
|
|
2023
Q1 | $462K | Hold |
3,342
| – | – | 0.14% | 135 |
|
|
2022
Q4 | $469K | Hold |
3,342
| – | – | 0.15% | 124 |
|
|
2022
Q3 | $421K | Buy |
3,342
+1,484
| +80% | +$201K | 0.14% | 129 |
|
|
2022
Q2 | $245K | Sell |
1,858
-2,758
| -60% | -$389K | 0.08% | 192 |
|
|
2022
Q1 | $682K | Sell |
4,616
-4,098
| -47% | -$598K | 0.19% | 92 |
|
|
2021
Q4 | $1.28M | Sell |
8,714
-25
| -0.3% | -$3.57K | 0.35% | 64 |
|
|
2021
Q3 | $1.18M | Sell |
8,739
-1,617
| -16% | -$225K | 0.35% | 62 |
|
|
2021
Q2 | $1.42M | Sell |
10,356
-52,008
| -83% | -$7.15M | 0.39% | 56 |
|
|
2021
Q1 | $8.2M | Buy |
62,364
+15,420
| +33% | +$1.93M | 1.71% | 11 |
|
|
2020
Q4 | $5.58M | Buy |
+46,944
| New | +$5.28M | 1.25% | 19 |
|
|
2020
Q3 | – | Sell |
-22,526
| Closed | -$2.36M | – | 497 |
|
|
2020
Q2 | $2.24M | Sell |
22,526
-1,475
| -6% | -$145K | 0.53% | 53 |
|
|
2020
Q1 | $2.14M | Buy |
24,001
+1,632
| +7% | +$179K | 0.63% | 47 |
|
|
2019
Q4 | $2.68M | Buy |
22,369
+6,137
| +38% | +$708K | 0.68% | 47 |
|
|
2019
Q3 | $1.81M | Buy |
16,232
+12,784
| +371% | +$1.41M | 0.5% | 67 |
|
|
2019
Q2 | $382K | Buy |
3,448
+100
| +3% | +$10.9K | 0.11% | 160 |
|
|
2019
Q1 | $360K | Sell |
3,348
-1,382
| -29% | -$146K | 0.11% | 156 |
|
|
2018
Q4 | $463K | Sell |
4,730
-4,423
| -48% | -$465K | 0.18% | 116 |
|
|
2018
Q3 | $1.01M | Sell |
9,153
-40
| -0.4% | -$4.37K | 0.36% | 79 |
|
|
2018
Q2 | $955K | Buy |
9,193
+1,079
| +13% | +$113K | 0.36% | 80 |
|
|
2018
Q1 | $837K | Buy |
8,114
+418
| +5% | +$44.9K | 0.36% | 79 |
|
|
2017
Q4 | $818K | Buy |
+7,696
| New | +$794K | 0.34% | 80 |
|
Other funds holding VTV
EWA
Cypress Wealth Services's VTV Position: Q2 2026 in Review
Cypress Wealth Services increased its Vanguard Morningstar Value ETF (VTV) stake by 8.3% in Q2 2026, buying an estimated $64.9K and bringing the position to 4,079 shares worth $889K. The position accounts for 0.11% of the portfolio, ranked #145.
Cypress Wealth Services first reported a position in VTV in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.2M in Q1 2021. 2,786 funds tracked by Wall St. Rank hold VTV as of Q2 2026.
- Cypress Wealth Services held 4,079 shares of Vanguard Morningstar Value ETF worth $889K as of Q2 2026.
- Cypress Wealth Services bought 311 Vanguard Morningstar Value ETF shares in Q2 2026, an estimated $64.9K.
- Vanguard Morningstar Value ETF made up 0.11% of Cypress Wealth Services's portfolio in Q2 2026, its #145 holding.
- Cypress Wealth Services first reported a position in Vanguard Morningstar Value ETF in Q4 2017 and has held it in 34 quarters since.
- Cypress Wealth Services's Vanguard Morningstar Value ETF position peaked at $8.2M in Q1 2021.
- 2,786 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.