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 Q3	$424K	Hold	1,804	–	–	0.05%	269
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Cypress Wealth Services held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q3 2026 at 1,804 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #269.

Cypress Wealth Services first reported a position in VBR in Q4 2017 and has held it in 11 quarters since. The position peaked at $621K in Q3 2018. 1,224 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Cypress Wealth Services held 1,804 shares of Vanguard Morningstar Small-Cap Value ETF worth $424K as of Q3 2026.
Cypress Wealth Services left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Cypress Wealth Services's portfolio in Q3 2026, its #269 holding.
Cypress Wealth Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2017 and has held it in 11 quarters since.
Cypress Wealth Services's Vanguard Morningstar Small-Cap Value ETF position peaked at $621K in Q3 2018.
1,224 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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