Center For Financial Planning, Inc. Vanguard Small Cap ETF Transaction History

Center For Financial Planning, Inc.

$932 Million
Q3 2025

A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 253,691 shares of VB stock, worth $63.4 Million. This represents 6.92% of its overall portfolio holdings.

Number of Shares

253,691

Previous 262,478 3.35%

Holding current value

$63.4 Million

Previous $62.2 Million 3.71%

% of portfolio

6.92%

Previous 7.16%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$237.58 - $259.17 $2.09 Million - $2.28 Million	-8,787 Reduced 3.35%	253,691 $64.5 Million
Q2 2025 Aug 04, 2025	BUY	$193.73 - $237.37 $20.8 Million - $25.5 Million	107,311 Added 69.16%	262,478 $62.2 Million
Q1 2025 Apr 22, 2025	BUY	$217.89 - $252.64 $704,874 - $817,290	3,235 Added 2.13%	155,167 $34.4 Million
Q4 2024 Jan 30, 2025	BUY	$233.76 - $261.58 $804,601 - $900,358	3,442 Added 2.32%	151,932 $36.5 Million
Q3 2024 Oct 15, 2024	BUY	$214.77 - $237.72 $606,080 - $670,845	2,822 Added 1.94%	148,490 $35.2 Million

Q2 2024 Jul 18, 2024	BUY	$210.76 - $226.94 $1.02 Million - $1.1 Million	4,833 Added 3.43%	145,668 $31.8 Million
Q1 2024 Apr 25, 2024	BUY	$204.0 - $228.59 $1.86 Million - $2.08 Million	9,113 Added 6.92%	140,835 $32.2 Million
Q4 2023 Jan 29, 2024	BUY	$175.26 - $215.9 $3.21 Million - $3.96 Million	18,320 Added 16.15%	131,722 $28.1 Million
Q3 2023 Oct 24, 2023	BUY	$186.24 - $208.75 $579,951 - $650,047	3,114 Added 2.82%	113,402 $21.4 Million
Q2 2023 Aug 09, 2023	BUY	$181.26 - $198.89 $239,625 - $262,932	1,322 Added 1.21%	110,288 $21.9 Million
Q1 2023 May 02, 2023	BUY	$179.51 - $208.76 $58,879 - $68,473	328 Added 0.3%	108,966 $20.7 Million
Q4 2022 Jan 27, 2023	BUY	$172.82 - $196.57 $269,599 - $306,649	1,560 Added 1.46%	108,638 $0
Q3 2022 Oct 14, 2022	BUY	$170.45 - $206.62 $369,194 - $447,538	2,166 Added 2.06%	107,078 $18.3 Million
Q2 2022 Aug 12, 2022	SELL	$170.7 - $214.67 $1.56 Million - $1.96 Million	-9,110 Reduced 7.99%	104,912 $18.5 Million
Q1 2022 May 03, 2022	BUY	$198.73 - $227.97 $1.29 Million - $1.48 Million	6,485 Added 6.03%	114,022 $24.2 Million
Q4 2021 Feb 08, 2022	BUY	$215.13 - $239.37 $322,695 - $359,055	1,500 Added 1.41%	107,537 $24.3 Million
Q3 2021 Oct 27, 2021	BUY	$211.9 - $229.42 $984,275 - $1.07 Million	4,645 Added 4.58%	106,037 $23.2 Million
Q2 2021 Jul 29, 2021	BUY	$211.77 - $228.05 $211,770 - $228,050	1,000 Added 1.0%	101,392 $22.8 Million
Q1 2021 May 10, 2021	SELL	$191.53 - $223.48 $452,585 - $528,083	-2,363 Reduced 2.3%	100,392 $21.5 Million
Q4 2020 Feb 09, 2021	SELL	$156.0 - $196.91 $200,148 - $252,635	-1,283 Reduced 1.23%	102,755 $20 Million
Q3 2020 Nov 12, 2020	BUY	$143.34 - $162.04 $412,962 - $466,837	2,881 Added 2.85%	104,038 $16 Million
Q2 2020 Aug 06, 2020	BUY	$106.26 - $156.76 $1.67 Million - $2.46 Million	15,706 Added 18.38%	101,157 $14.7 Million
Q1 2020 May 11, 2020	BUY	$98.45 - $170.48 $1.76 Million - $3.05 Million	17,876 Added 26.45%	85,451 $9.86 Million
Q4 2019 Feb 14, 2020	BUY	$149.04 - $166.74 $10.1 Million - $11.3 Million	67,575 New	67,575 $11.2 Million

Others Institutions Holding VB

# of Institutions

2,482

Shares Held

164M

Call Options Held

68.3K

Put Options Held

25.4K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Center For Financial Planning, Inc. Vanguard Small Cap ETF Transaction History