Cypress Point Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1825611
DALLAS, TX
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$2,226,320
+$33,745 QoQ
Shares Held
8,500
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,226,320 | 8,500 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,192,575 | 8,500 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,161,380 | 8,500 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,014,330 | 8,500 | Shares | Sole | 2025-07-10 | |
| 2021-09-30 | $76,534 | 350 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $78,848 | 350 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $74,928 | 350 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $68,138 | 350 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||