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Cypress Financial Planning’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cypress Financial Planning’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 		$565K Buy
1,863
+315
+20% +$90.3K 0.14% 62
2026
Q1 		$405K Sell
1,548
-284
-16% -$76.9K 0.11% 67
2025
Q4 		$476K Buy
1,832
+314
+21% +$80.4K 0.13% 64
2025
Q3 		$386K Sell
1,518
-50
-3% -$12.4K 0.12% 57
2025
Q2 		$372K Buy
+1,568
New +$350K 0.12% 56
2022
Q4 		– Sell
-1,630
Closed -$279K – 57
2022
Q3 		$279K Sell
1,630
-111
-6% -$21K 0.2% 45
2022
Q2 		$307K Buy
+1,741
New +$336K 0.21% 43

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cypress Financial Planning's VB Position: Q2 2026 in Review

Cypress Financial Planning increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 20% in Q2 2026, buying an estimated $90.3K and bringing the position to 1,863 shares worth $565K. The position accounts for 0.14% of the portfolio, ranked #62.

Cypress Financial Planning first reported a position in VB in Q2 2022 and has held it in 7 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cypress Financial Planning held 1,863 shares of Vanguard Morningstar Small-Cap ETF worth $565K as of Q2 2026.
  • Cypress Financial Planning bought 315 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $90.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Cypress Financial Planning's portfolio in Q2 2026, its #62 holding.
  • Cypress Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 7 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.