Switch Point Financial Planning, LLC Vanguard Small Cap ETF Transaction History
Switch Point Financial Planning, LLC
- $138 Billion
- Q3 2025
A detailed history of Switch Point Financial Planning, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 5,006 shares of VB stock, worth $1.25 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
5,006
Previous 5,006
-0.0%
Holding current value
$1.25 Million
Previous $1.19 Billion
7.3%
% of portfolio
0.92%
Previous 0.97%
Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio