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Cypress Capital Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cypress Capital Group’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$387K Buy
1,276
+200
+19% +$57.3K 0.04% 233
2026
Q1 		$282K Sell
1,076
-117
-10% -$31.7K 0.03% 213
2025
Q4 		$308K Buy
+1,193
New +$306K 0.03% 200
2025
Q2 		– Sell
-1,250
Closed -$277K – 236
2025
Q1 		$277K Sell
1,250
-250
-17% -$59.7K 0.04% 179
2024
Q4 		$360K Sell
1,500
-394
-21% -$96.9K 0.04% 206
2024
Q3 		$449K Hold
1,894
– – 0.05% 228
2024
Q2 		$413K Hold
1,894
– – 0.05% 223
2024
Q1 		$433K Hold
1,894
– – 0.05% 225
2023
Q4 		$404K Buy
1,894
+14
+0.7% +$2.7K 0.05% 232
2023
Q3 		$355K Hold
1,880
– – 0.05% 241
2023
Q2 		$374K Hold
1,880
– – 0.05% 237
2023
Q1 		$356K Sell
1,880
-133
-7% -$25.8K 0.05% 237
2022
Q4 		$369K Hold
2,013
– – 0.06% 232
2022
Q3 		$344K Sell
2,013
-464
-19% -$87.6K 0.06% 217
2022
Q2 		$436K Sell
2,477
-133
-5% -$25.7K 0.07% 207
2022
Q1 		$555K Sell
2,610
-2,175
-45% -$458K 0.07% 209
2021
Q4 		$1.08M Buy
+4,785
New +$1.09M 0.14% 134

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cypress Capital Group's VB Position: Q2 2026 in Review

Cypress Capital Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 19% in Q2 2026, buying an estimated $57.3K and bringing the position to 1,276 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #233.

Cypress Capital Group first reported a position in VB in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.08M in Q4 2021. 2,095 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cypress Capital Group held 1,276 shares of Vanguard Morningstar Small-Cap ETF worth $387K as of Q2 2026.
  • Cypress Capital Group bought 200 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $57.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.04% of Cypress Capital Group's portfolio in Q2 2026, its #233 holding.
  • Cypress Capital Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Cypress Capital Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.08M in Q4 2021.
  • 2,095 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cypress Capital Group's 13F filing for Q2 2026, filed 5 Aug 2026.