CPWM
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Cypress Point Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Cypress Point Wealth Management’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
Q1 		$1.01M Buy
4,657
+14
+0.3% +$3.13K 0.22% 49
2025
Q4 		$983K Buy
4,643
+22
+0.5% +$4.61K 0.21% 45
2025
Q3 		$965K Buy
4,621
+2,313
+100% +$473K 0.2% 43
2025
Q2 		$450K Hold
2,308
– – 0.11% 56
2025
Q1 		$430K Hold
2,308
– – 0.14% 53
2024
Q4 		$457K Buy
2,308
+13
+0.6% +$2.67K 0.14% 52
2024
Q3 		$461K Buy
2,295
+32
+1% +$6.15K 0.18% 56
2024
Q2 		$413K Hold
2,263
– – 0.2% 56
2024
Q1 		$434K Buy
+2,263
New +$408K 0.22% 56
2021
Q4 		– Sell
-15
Closed -$3K – 146
2021
Q3 		$3K Hold
15
– – ﹤0.01% 135
2021
Q2 		$3K Buy
+15
New +$2.6K ﹤0.01% 179

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return