Cyndeo Wealth Partners, LLC Vanguard Small Cap ETF Transaction History

Cyndeo Wealth Partners, LLC

$1.72 Billion
Q3 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 87,649 shares of VB stock, worth $22.6 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares

87,649

Previous 89,917 2.52%

Holding current value

$22.6 Million

Previous $21.3 Million 4.59%

% of portfolio

1.3%

Previous 1.32%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 10, 2025	SELL	$237.58 - $259.17 $538,831 - $587,797	-2,268 Reduced 2.52%	87,649 $22.3 Million
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

2,405

Shares Held

167M

Call Options Held

73.6K

Put Options Held

16.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Industry ETFs

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Cyndeo Wealth Partners, LLC Vanguard Small Cap ETF Transaction History