Cypress Wealth Services, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1721527
PALM DESERT, CA
Position in VB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$5,709,070
+$1,153 QoQ
Shares Held
21,797
-1.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
Derivatives in VB
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$3,857,919
PutShares
25,084
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,709,070 | 21,797 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,707,917 | 22,128 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $5,627,724 | 22,132 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,218,773 | 22,022 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,821,732 | 21,744 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,218,641 | 21,719 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,226,685 | 22,034 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $4,906,772 | 22,504 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,185,792 | 22,686 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,876,083 | 22,857 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $4,298,884 | 22,737 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $4,529,719 | 22,775 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,289,363 | 22,628 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $4,200,129 | 22,884 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $4,059,112 | 23,750 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,182,788 | 23,751 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $5,214,815 | 24,538 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $5,673,303 | 25,102 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $5,417,330 | 24,774 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $5,530,173 | 24,548 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $5,244,745 | 24,499 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $4,857,850 | 24,953 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $3,857,919 | 25,084 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $3,368,026 | 23,113 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,631,339 | 22,794 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||