Compass Planning Associates Inc Vanguard Small Cap ETF Transaction History
Compass Planning Associates Inc
- $109 Billion
- Q3 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 10,387 shares of VB stock, worth $2.59 Million. This represents 2.42% of its overall portfolio holdings.
Number of Shares
10,387
Previous 9,055
14.71%
Holding current value
$2.59 Million
Previous $2.15 Billion
23.09%
% of portfolio
2.42%
Previous 1.97%
Shares
4 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