Cypress Wealth Services
VB icon

Cypress Wealth Services’s Vanguard Morningstar 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

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Cypress Wealth Services's VB Position: Q3 2026 in Review

Cypress Wealth Services reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.35% in Q3 2026, selling an estimated $22.6K and leaving 21,762 shares worth $6.33M. The position accounts for 0.75% of the portfolio, ranked #31.

Cypress Wealth Services first reported a position in VB in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.62M in Q2 2026. 1,715 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Cypress Wealth Services held 21,762 shares of Vanguard Morningstar Small-Cap ETF worth $6.33M as of Q3 2026.
  • Cypress Wealth Services sold 76 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $22.6K.
  • Vanguard Morningstar Small-Cap ETF made up 0.75% of Cypress Wealth Services's portfolio in Q3 2026, its #31 holding.
  • Cypress Wealth Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • Cypress Wealth Services's Vanguard Morningstar Small-Cap ETF position peaked at $6.62M in Q2 2026.
  • 1,715 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.