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Cypress Wealth Services’s Vanguard Morningstar 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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. 2,805 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.
  • 2,805 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.