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 Q3	$529K	Sell	1,861 -2	-0.1%	-$596	0.14%	59
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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GWM

GoalFusion Wealth Management Austin, Texas $250M AUM 10.76% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Cypress Financial Planning's VB Position: Q3 2026 in Review

Cypress Financial Planning reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.11% in Q3 2026, selling an estimated $596 and leaving 1,861 shares worth $529K. The position accounts for 0.14% of the portfolio, ranked #59.

Cypress Financial Planning first reported a position in VB in Q2 2022 and has held it in 8 quarters since. The position peaked at $565K in Q2 2026. 152 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Cypress Financial Planning held 1,861 shares of Vanguard Morningstar Small-Cap ETF worth $529K as of Q3 2026.
Cypress Financial Planning sold 2 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $596.
Vanguard Morningstar Small-Cap ETF made up 0.14% of Cypress Financial Planning's portfolio in Q3 2026, its #59 holding.
Cypress Financial Planning first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 8 quarters since.
Cypress Financial Planning's Vanguard Morningstar Small-Cap ETF position peaked at $565K in Q2 2026.
152 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.