Cypress Wealth Services’s Vanguard Morningstar 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cypress Wealth Services reduced its Vanguard Morningstar 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. 1,770 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Cypress Wealth Services held 1,804 shares of Vanguard Morningstar Small-Cap Value ETF worth $438K as of Q2 2026.
Cypress Wealth Services sold 40 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $9.3K.
Vanguard Morningstar 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 Morningstar Small-Cap Value ETF in Q4 2017 and has held it in 10 quarters since.
Cypress Wealth Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $621K in Q3 2018.
1,770 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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