Cypress Wealth Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.62M | Buy |
21,838
+41
| +0.2% | +$11.8K | 0.81% | 32 |
|
|
2026
Q1 | $5.71M | Sell |
21,797
-331
| -1% | -$89.6K | 0.81% | 34 |
|
|
2025
Q4 | $5.71M | Sell |
22,128
-4
| -0% | -$1.02K | 0.79% | 32 |
|
|
2025
Q3 | $5.63M | Buy |
22,132
+110
| +0.5% | +$27.3K | 0.92% | 27 |
|
|
2025
Q2 | $5.22M | Buy |
22,022
+278
| +1% | +$62K | 0.93% | 28 |
|
|
2025
Q1 | $4.82M | Buy |
21,744
+25
| +0.1% | +$5.97K | 0.98% | 23 |
|
|
2024
Q4 | $5.22M | Sell |
21,719
-315
| -1% | -$77.5K | 1.05% | 21 |
|
|
2024
Q3 | $5.23M | Sell |
22,034
-470
| -2% | -$107K | 1.08% | 21 |
|
|
2024
Q2 | $4.91M | Sell |
22,504
-182
| -0.8% | -$40K | 1.09% | 21 |
|
|
2024
Q1 | $5.19M | Sell |
22,686
-171
| -0.7% | -$36.8K | 1.21% | 20 |
|
|
2023
Q4 | $4.88M | Buy |
22,857
+120
| +0.5% | +$23.1K | 1.22% | 18 |
|
|
2023
Q3 | $4.3M | Sell |
22,737
-38
| -0.2% | -$7.57K | 1.19% | 18 |
|
|
2023
Q2 | $4.66M | Buy |
22,775
+147
| +0.6% | +$27.8K | 1.23% | 19 |
|
|
2023
Q1 | $4.29M | Sell |
22,628
-256
| -1% | -$49.6K | 1.26% | 20 |
|
|
2022
Q4 | $4.2M | Sell |
22,884
-866
| -4% | -$161K | 1.35% | 15 |
|
|
2022
Q3 | $4.17M | Sell |
23,750
-1
| -0% | -$189 | 1.42% | 15 |
|
|
2022
Q2 | $4.18M | Sell |
23,751
-787
| -3% | -$152K | 1.33% | 18 |
|
|
2022
Q1 | $5.21M | Sell |
24,538
-564
| -2% | -$119K | 1.42% | 17 |
|
|
2021
Q4 | $5.67M | Buy |
25,102
+328
| +1% | +$74.5K | 1.55% | 15 |
|
|
2021
Q3 | $5.42M | Buy |
24,774
+226
| +0.9% | +$50.2K | 1.62% | 14 |
|
|
2021
Q2 | $5.53M | Buy |
24,548
+49
| +0.2% | +$10.9K | 1.51% | 15 |
|
|
2021
Q1 | $5.25M | Sell |
24,499
-454
| -2% | -$95.6K | 1.1% | 25 |
|
|
2020
Q4 | $4.86M | Buy |
+24,953
| New | +$4.4M | 1.09% | 27 |
|
|
2020
Q3 | – | Sell |
-23,113
| Closed | -$3.55M | – | 482 |
|
|
2020
Q2 | $3.37M | Buy |
23,113
+319
| +1% | +$42.8K | 0.8% | 38 |
|
|
2020
Q1 | $2.63M | Sell |
22,794
-3,370
| -13% | -$506K | 0.77% | 41 |
|
|
2019
Q4 | $4.33M | Buy |
26,164
+246
| +0.9% | +$39.2K | 1.09% | 24 |
|
|
2019
Q3 | $3.99M | Buy |
25,918
+1,441
| +6% | +$223K | 1.09% | 24 |
|
|
2019
Q2 | $3.83M | Buy |
24,477
+756
| +3% | +$117K | 1.11% | 23 |
|
|
2019
Q1 | $3.63M | Sell |
23,721
-394
| -2% | -$58.6K | 1.15% | 27 |
|
|
2018
Q4 | $3.18M | Buy |
24,115
+456
| +2% | +$66.4K | 1.26% | 25 |
|
|
2018
Q3 | $3.85M | Buy |
23,659
+917
| +4% | +$148K | 1.38% | 23 |
|
|
2018
Q2 | $3.54M | Buy |
22,742
+1,510
| +7% | +$231K | 1.34% | 23 |
|
|
2018
Q1 | $3.12M | Buy |
21,232
+860
| +4% | +$128K | 1.33% | 24 |
|
|
2017
Q4 | $3.01M | Buy |
+20,372
| New | +$2.95M | 1.25% | 25 |
|
Other funds holding VB
Cypress Wealth Services's VB Position: Q2 2026 in Review
Cypress Wealth Services increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.19% in Q2 2026, buying an estimated $11.8K and bringing the position to 21,838 shares worth $6.62M. The position accounts for 0.81% of the portfolio, ranked #32.
Cypress Wealth Services first reported a position in VB in Q4 2017 and has held it in 34 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Cypress Wealth Services held 21,838 shares of Vanguard Morningstar Small-Cap ETF worth $6.62M as of Q2 2026.
- Cypress Wealth Services bought 41 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $11.8K.
- Vanguard Morningstar Small-Cap ETF made up 0.81% of Cypress Wealth Services's portfolio in Q2 2026, its #32 holding.
- Cypress Wealth Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.