Cypress Point Wealth Management »

Vanguard Small-Cap Value ETF shares owned by Cypress Point Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Cypress Point Wealth Management from 13F filings

Historical chart of Cypress Point Wealth Management investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Cypress Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap Value ETF by Cypress Point Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $965k 4.6k 208.72
2025-06-30 $450k 2.3k 194.98
2025-03-31 $430k 2.3k 186.26
2024-12-31 $457k 2.3k 198.15
2024-09-30 $461k 2.3k 200.80
2024-06-30 $413k 2.3k 182.50
2024-03-31 $434k 2.3k 191.86
2021-09-30 $3.0k 15 200.00
2021-06-30 $3.0k 15 200.00