Cyndeo Wealth Partners, LLC Vanguard Small Cap ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.61 Billion
Q2 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 89,917 shares of VB stock, worth $21.6 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

89,917

Previous 86,604 3.83%

Holding current value

$21.6 Million

Previous $19.2 Million 11.01%

% of portfolio

1.32%

Previous 1.3%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$193.73 - $237.37 $641,827 - $786,406	3,313 Added 3.83%	89,917 $21.3 Million
Q1 2025 Apr 17, 2025	BUY	$217.89 - $252.64 $1.61 Million - $1.87 Million	7,397 Added 9.34%	86,604 $19.2 Million
Q4 2024 Jan 21, 2025	BUY	$233.76 - $261.58 $2.14 Million - $2.4 Million	9,172 Added 13.1%	79,207 $19 Million
Q3 2024 Oct 18, 2024	BUY	$214.77 - $237.72 $1.74 Million - $1.92 Million	8,084 Added 13.05%	70,035 $16.6 Million
Q2 2024 Jul 30, 2024	BUY	$210.76 - $226.94 $1.7 Million - $1.83 Million	8,046 Added 14.93%	61,951 $13.5 Million
Q1 2024 Apr 16, 2024	BUY	$204.0 - $228.59 $9.55 Million - $10.7 Million	46,833 Added 662.23%	53,905 $12.3 Million
Q4 2023 Jan 12, 2024	BUY	$175.26 - $215.9 $61,691 - $75,996	352 Added 5.24%	7,072 $1.51 Million
Q3 2023 Oct 10, 2023	BUY	$186.24 - $208.75 $2,979 - $3,340	16 Added 0.24%	6,720 $1.27 Million
Q4 2022 Jan 25, 2023	BUY	$172.82 - $196.57 $1.16 Million - $1.32 Million	6,704 New	6,704 $0

Others Institutions Holding VB

# of Institutions

2,381

Shares Held

167M

Call Options Held

78.1K

Put Options Held

29.4K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Account

Cyndeo Wealth Partners, LLC Vanguard Small Cap ETF Transaction History