Compass Planning Associates Inc Vanguard Small Cap ETF Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
A detailed history of Compass Planning Associates Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 8,828 shares of VB stock, worth $1.9 Million. This represents 1.98% of its overall portfolio holdings.
Number of Shares
8,828
Previous 8,802
0.3%
Holding current value
$1.9 Million
Previous $2.11 Billion
7.44%
% of portfolio
1.98%
Previous 2.15%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,345Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$5.33 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.62 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.57 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.22 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.13 Billion0.42% of portfolio