CWS
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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
2020
Q4 		– Sell
-20,953
Closed -$3.28M – 514
2020
Q3 		$3.28M Buy
+20,953
New +$3.23M 0.84% 34

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