CWS
VTV icon

Cypress Wealth Services’s Vanguard Value ETF VTV Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-27,511
Closed -$2.88M – 512
2020
Q3 		$2.88M Buy
+27,511
New +$2.88M 0.74% 35

Other funds holding VTV

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cypress Wealth Services's VTV Position: Q2 2026 in Review

Cypress Wealth Services increased its Vanguard 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. 1,255 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Cypress Wealth Services held 4,079 shares of Vanguard Value ETF worth $889K as of Q2 2026.
  • Cypress Wealth Services bought 311 Vanguard Value ETF shares in Q2 2026, an estimated $64.9K.
  • Vanguard 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 Value ETF in Q4 2017 and has held it in 34 quarters since.
  • Cypress Wealth Services's Vanguard Value ETF position peaked at $8.2M in Q1 2021.
  • 1,255 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2026.

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