Cypress Point Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History
Cypress Point Wealth Management, LLC
- $439 Million
- Q3 2025
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,250Shares Held
72.2MCall Options Held
37.3KPut Options Held
9.6K-
Morgan Stanley New York, NY4.61MShares$795 Million0.05% of portfolio
-
Assetmark, Inc4.26MShares$736 Million1.69% of portfolio
-
Betterment LLC New York, NY4.13MShares$713 Million1.45% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$527 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.74MShares$472 Million0.09% of portfolio