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

Cypress Financial Planning’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$306K Buy
+836
New +$285K 0.07% 85
2026
Q1 		– Sell
-825
Closed -$251K – 111
2025
Q4 		$251K Buy
+825
New +$249K 0.07% 97

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Cypress Financial Planning opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 836 shares worth $306K. The stake represents 0.07% of the portfolio and ranks #85 among its holdings. This is a return to the name: Cypress Financial Planning previously reported a position in VBK as recently as Q4 2025.

Cypress Financial Planning first reported a position in VBK in Q4 2025 and has held it in 2 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Cypress Financial Planning held 836 shares of Vanguard Morningstar Small-Cap Growth ETF worth $306K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Cypress Financial Planning position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.07% of Cypress Financial Planning's portfolio in Q2 2026, its #85 holding.
  • Cypress Financial Planning first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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