Cypress Financial Planning LLC Vanguard Small Cap ETF Transaction History
Cypress Financial Planning LLC
- $322 Million
- Q3 2025
A detailed history of Cypress Financial Planning LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cypress Financial Planning LLC holds 1,518 shares of VB stock, worth $393,587. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,518
Previous 1,568
3.19%
Holding current value
$393,587
Previous $371,000
3.77%
% of portfolio
0.12%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,412Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio