Cypress Financial Planning
VBK icon

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
Q3 		$282K Sell
835
-1
-0.1% -$349 0.08% 81
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

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

Cypress Financial Planning reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.12% in Q3 2026, selling an estimated $349 and leaving 835 shares worth $282K. The position accounts for 0.08% of the portfolio, ranked #81.

Cypress Financial Planning first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. The position peaked at $306K in Q2 2026. 416 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Cypress Financial Planning held 835 shares of Vanguard Morningstar Small-Cap Growth ETF worth $282K as of Q3 2026.
  • Cypress Financial Planning sold 1 Vanguard Morningstar Small-Cap Growth ETF share in Q3 2026, an estimated $349.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Cypress Financial Planning's portfolio in Q3 2026, its #81 holding.
  • Cypress Financial Planning first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Cypress Financial Planning's Vanguard Morningstar Small-Cap Growth ETF position peaked at $306K in Q2 2026.
  • 416 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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