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

Cypress Wealth Services’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$366K Sell
1,000
-35
-3% -$11.9K 0.04% 295
2026
Q1 		$313K Hold
1,035
– – 0.04% 295
2025
Q4 		$313K Buy
+1,035
New +$312K 0.04% 292

Other funds holding VBK

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

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

Cypress Wealth Services reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 3.4% in Q2 2026, selling an estimated $11.9K and leaving 1,000 shares worth $366K. The position accounts for 0.04% of the portfolio, ranked #295.

Cypress Wealth Services first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 528 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Cypress Wealth Services held 1,000 shares of Vanguard Small-Cap Growth ETF worth $366K as of Q2 2026.
  • Cypress Wealth Services sold 35 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $11.9K.
  • Vanguard Small-Cap Growth ETF made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #295 holding.
  • Cypress Wealth Services first reported a position in Vanguard Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 528 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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