Cypress Point Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cypress Point Wealth Management’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 Q2	$2.58M	Hold	8,500	–	–	0.52%	32
2026 Q1	$2.23M	Hold	8,500	–	–	0.48%	32
2025 Q4	$2.19M	Hold	8,500	–	–	0.48%	30
2025 Q3	$2.16M	Hold	8,500	–	–	0.44%	31
2025 Q2	$2.01M	Buy	+8,500	New	+$1.9M	0.49%	30
2021 Q4	–	Sell	-350	Closed	-$77K	–	145
2021 Q3	$77K	Hold	350	–	–	0.05%	52
2021 Q2	$79K	Hold	350	–	–	0.06%	49
2021 Q1	$75K	Hold	350	–	–	0.08%	36
2020 Q4	$68K	Buy	+350	New	+$61.7K	0.1%	100

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cypress Point Wealth Management's VB Position: Q2 2026 in Review

Cypress Point Wealth Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 8,500 shares worth $2.58M. The position accounts for 0.52% of the portfolio, ranked #32.

Cypress Point Wealth Management first reported a position in VB in Q4 2020 and has held it in 9 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cypress Point Wealth Management held 8,500 shares of Vanguard Morningstar Small-Cap ETF worth $2.58M as of Q2 2026.
Cypress Point Wealth Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.52% of Cypress Point Wealth Management's portfolio in Q2 2026, its #32 holding.
Cypress Point Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 9 quarters since.
2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.