Cypress Wealth Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Cypress Wealth Services’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.23M	Sell	3,427 -52	-1%	-$18.2K	0.15%	110
2026 Q2	$1.2M	Hold	3,479	–	–	0.15%	114
2026 Q1	$1.04M	Sell	3,479 -1,735	-33%	-$543K	0.15%	113
2025 Q4	$1.64M	Buy	5,214 +52	+1%	+$16.2K	0.23%	83
2025 Q3	$1.59M	Sell	5,162 -819	-14%	-$243K	0.26%	71
2025 Q2	$1.71M	Sell	5,981 -828	-12%	-$218K	0.31%	67
2025 Q1	$1.75M	Buy	6,809 +885	+15%	+$240K	0.36%	60
2024 Q4	$1.6M	Hold	5,924	–	–	0.32%	64
2024 Q3	$1.56M	Buy	5,924 +1	+0%	+$254	0.32%	63
2024 Q2	$1.48M	Hold	5,923	–	–	0.33%	64
2024 Q1	$1.42M	Sell	5,923 -1,101	-16%	-$252K	0.33%	63
2023 Q4	$1.53M	Sell	7,024 -1,099	-14%	-$225K	0.38%	54
2023 Q3	$1.59M	Sell	8,123 -1,360	-14%	-$277K	0.44%	49
2023 Q2	$1.96M	Buy	9,483 +1	+0%	+$192	0.51%	41
2023 Q1	$1.77M	Buy	9,482 +2	+0%	+$364	0.52%	44
2022 Q4	$1.65M	Buy	9,480 +2	+0%	+$351	0.53%	44
2022 Q3	$1.57M	Buy	9,478 +1	+0%	+$182	0.54%	43
2022 Q2	$1.63M	Sell	9,477 -2,854	-23%	-$536K	0.52%	52
2022 Q1	$2.57M	Hold	12,331	–	–	0.7%	34
2021 Q4	$2.72M	Hold	12,331	–	–	0.75%	37
2021 Q3	$2.48M	Sell	12,331 -1,131	-8%	-$234K	0.74%	36
2021 Q2	$2.7M	Sell	13,462 -791	-6%	-$154K	0.74%	36
2021 Q1	$2.64M	Hold	14,253	–	–	0.55%	43
2020 Q4	$2.5M	Buy	+14,253	New	+$2.37M	0.56%	42
2020 Q3	–	Sell	-20,953	Closed	-$3.23M	–	499
2020 Q2	$3M	Hold	20,953	–	–	0.71%	43
2020 Q1	$2.48M	Hold	20,953	–	–	0.73%	43
2019 Q4	$3.1M	Hold	20,953	–	–	0.78%	39
2019 Q3	$2.86M	Hold	20,953	–	–	0.78%	39
2019 Q2	$2.82M	Hold	20,953	–	–	0.81%	38
2019 Q1	$2.72M	Sell	20,953 -890	-4%	-$111K	0.86%	34
2018 Q4	$2.51M	Buy	+21,843	New	+$2.7M	0.99%	31

Other funds holding VV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

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

Cypress Wealth Services reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 1.5% in Q3 2026, selling an estimated $18.2K and leaving 3,427 shares worth $1.23M. The position accounts for 0.15% of the portfolio, ranked #110.

Cypress Wealth Services first reported a position in VV in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.1M in Q4 2019. 1,006 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Cypress Wealth Services held 3,427 shares of Vanguard Morningstar Large-Cap ETF worth $1.23M as of Q3 2026.
Cypress Wealth Services sold 52 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $18.2K.
Vanguard Morningstar Large-Cap ETF made up 0.15% of Cypress Wealth Services's portfolio in Q3 2026, its #110 holding.
Cypress Wealth Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2018 and has held it in 31 quarters since.
Cypress Wealth Services's Vanguard Morningstar Large-Cap ETF position peaked at $3.1M in Q4 2019.
1,006 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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