CYPRESS FINANCIAL PLANNING LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1937021
HADDON HEIGHTS, NJ
Position in VB
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$405,452
-$67,112 QoQ
Shares Held
1,548
-15.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $405,452 | 1,548 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $472,564 | 1,832 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $385,997 | 1,518 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $371,584 | 1,568 | Shares | Sole | 2025-07-11 | |
| 2022-09-30 | $278,583 | 1,630 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $306,607 | 1,741 | Shares | Sole | 2022-07-20 | |
| No filing history on record for this holder in this stock. | ||||||