Compass Planning Associates Inc Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Compass Planning Associates Inc holds 270 shares of VBR stock, worth $48,340. This represents 0.05% of its overall portfolio holdings.
Number of Shares
270
Previous 251
7.57%
Holding current value
$48,340
Previous $49.8 Million
0.85%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,705Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.3 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$716 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$691 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$635 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$430 Million0.45% of portfolio