Vanguard Small-Cap Value ETF shares owned by Cypress Wealth Services
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Cypress Wealth Services
from 13F filings
Historical chart of Cypress Wealth Services investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Cypress Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $391k | 1.8k | 211.79 |
| 2021-03-31 | $374k | 2.3k | 165.71 |
| 2020-12-31 | $317k | 2.2k | 142.34 |
| 2018-12-31 | $275k | 2.4k | 114.20 |
| 2018-09-30 | $621k | 4.5k | 139.39 |
| 2018-06-30 | $592k | 4.4k | 135.84 |
| 2018-03-31 | $539k | 4.2k | 129.44 |
| 2017-12-31 | $524k | 3.9k | 132.79 |