Cypress Wealth Services’s Vanguard 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 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	$2.73M	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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MAV

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

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

Cypress Wealth Services held its Vanguard Large-Cap ETF (VV) position steady in Q2 2026 at 3,479 shares worth $1.2M. The position accounts for 0.15% of the portfolio, ranked #114.

Cypress Wealth Services first reported a position in VV in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.1M in Q4 2019. 366 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Cypress Wealth Services held 3,479 shares of Vanguard Large-Cap ETF worth $1.2M as of Q2 2026.
Cypress Wealth Services left its Vanguard Large-Cap ETF share count unchanged in Q2 2026.
Vanguard Large-Cap ETF made up 0.15% of Cypress Wealth Services's portfolio in Q2 2026, its #114 holding.
Cypress Wealth Services first reported a position in Vanguard Large-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Cypress Wealth Services's Vanguard Large-Cap ETF position peaked at $3.1M in Q4 2019.
366 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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