Cypress Point Wealth Management’s Vanguard Morningstar 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 Q2	$578K	Sell	2,379 -2,278	-49%	-$530K	0.12%	72
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Cypress Point Wealth Management reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 49% in Q2 2026, selling an estimated $530K and leaving 2,379 shares worth $578K. The position accounts for 0.12% of the portfolio, ranked #72.

Cypress Point Wealth Management first reported a position in VBR in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.01M in Q1 2026. 1,762 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Cypress Point Wealth Management held 2,379 shares of Vanguard Morningstar Small-Cap Value ETF worth $578K as of Q2 2026.
Cypress Point Wealth Management sold 2,278 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $530K.
Vanguard Morningstar Small-Cap Value ETF made up 0.12% of Cypress Point Wealth Management's portfolio in Q2 2026, its #72 holding.
Cypress Point Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2021 and has held it in 12 quarters since.
Cypress Point Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.01M in Q1 2026.
1,762 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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