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

Cypress Wealth Services’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	$438K	Sell	1,804 -40	-2%	-$9.3K	0.05%	265
2026 Q1	$401K	Hold	1,844	–	–	0.06%	256
2025 Q4	$391K	Buy	+1,844	New	+$386K	0.05%	245
2021 Q2	–	Sell	-2,257	Closed	-$374K	–	307
2021 Q1	$374K	Buy	2,257 +30	+1%	+$4.72K	0.08%	189
2020 Q4	$317K	Buy	+2,227	New	+$287K	0.07%	198
2019 Q1	–	Sell	-2,408	Closed	-$275K	–	273
2018 Q4	$275K	Sell	2,408 -2,047	-46%	-$259K	0.11%	164
2018 Q3	$621K	Buy	4,455 +97	+2%	+$13.6K	0.22%	102
2018 Q2	$592K	Buy	4,358 +194	+5%	+$26K	0.22%	107
2018 Q1	$539K	Buy	4,164 +218	+6%	+$28.9K	0.23%	103
2017 Q4	$524K	Buy	+3,946	New	+$514K	0.22%	107

Other funds holding VBR

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

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

Cypress Wealth Services reduced its Vanguard Small-Cap Value ETF (VBR) stake by 2.2% in Q2 2026, selling an estimated $9.3K and leaving 1,804 shares worth $438K. The position accounts for 0.05% of the portfolio, ranked #265.

Cypress Wealth Services first reported a position in VBR in Q4 2017 and has held it in 10 quarters since. The position peaked at $621K in Q3 2018. 580 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Cypress Wealth Services held 1,804 shares of Vanguard Small-Cap Value ETF worth $438K as of Q2 2026.
Cypress Wealth Services sold 40 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $9.3K.
Vanguard Small-Cap Value ETF made up 0.05% of Cypress Wealth Services's portfolio in Q2 2026, its #265 holding.
Cypress Wealth Services first reported a position in Vanguard Small-Cap Value ETF in Q4 2017 and has held it in 10 quarters since.
Cypress Wealth Services's Vanguard Small-Cap Value ETF position peaked at $621K in Q3 2018.
580 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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