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Cypress Financial Planning’s Vanguard 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

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

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

Cypress Financial Planning opened a new position in Vanguard 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. 246 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Cypress Financial Planning held 836 shares of Vanguard Small-Cap Growth ETF worth $306K as of Q2 2026.
  • Vanguard Small-Cap Growth ETF was a new Cypress Financial Planning position in Q2 2026.
  • Vanguard 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 Small-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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