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Cypress Wealth Services’s Vanguard Small-Cap ETF VB Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-25,084
Closed -$3.86M – 497
2020
Q3 		$3.86M Buy
+25,084
New +$3.85M 0.99% 29

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Cypress Wealth Services's VB Position: Q2 2026 in Review

Cypress Wealth Services increased its Vanguard 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. 1,105 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cypress Wealth Services held 21,838 shares of Vanguard Small-Cap ETF worth $6.62M as of Q2 2026.
  • Cypress Wealth Services bought 41 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $11.8K.
  • Vanguard 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 Small-Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • 1,105 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

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