Cypress Financial Planning’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Cypress Financial Planning’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$253K	Buy	+1,043	New	+$243K	0.06%	98

Other funds holding VBR

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Marotta Asset Management Charlottesville, Virginia $601M AUM 21.35% 1-Year Est. Return

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Cypress Financial Planning opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q2 2026: 1,043 shares worth $253K. The stake represents 0.06% of the portfolio and ranks #98 among its holdings.

363 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Cypress Financial Planning held 1,043 shares of Vanguard Small-Cap Value ETF worth $253K as of Q2 2026.
Vanguard Small-Cap Value ETF was a new Cypress Financial Planning position in Q2 2026.
Vanguard Small-Cap Value ETF made up 0.06% of Cypress Financial Planning's portfolio in Q2 2026, its #98 holding.
363 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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