Cyndeo Wealth Partners, LLC Vanguard Small Cap ETF Transaction History

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 92,620 shares of VB stock, worth $23.1 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
92,620
Previous 87,649 5.67%
Holding current value
$23.1 Million
Previous $22.3 Million 3.81%
% of portfolio
1.33%
Previous 1.3%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$248.1 - $260.08 $1.23 Million - $1.29 Million
4,971 Added 5.67%
92,620 $23.1 Million
Q3 2025

Oct 10, 2025
SELL
$237.58 - $259.17 $538,831 - $587,797
-2,268 Reduced 2.52%
87,649 $22.3 Million
Q2 2025

Jul 24, 2025
BUY
$193.73 - $237.37 $641,827 - $786,406
3,313 Added 3.83%
89,917 $21.3 Million
Q1 2025

Apr 17, 2025
BUY
$217.89 - $252.64 $1.61 Million - $1.87 Million
7,397 Added 9.34%
86,604 $19.2 Million
Q4 2024

Jan 21, 2025
BUY
$233.76 - $261.58 $2.14 Million - $2.4 Million
9,172 Added 13.1%
79,207 $19 Million
Q3 2024

Oct 18, 2024
BUY
$214.77 - $237.72 $1.74 Million - $1.92 Million
8,084 Added 13.05%
70,035 $16.6 Million
Q2 2024

Jul 30, 2024
BUY
$210.76 - $226.94 $1.7 Million - $1.83 Million
8,046 Added 14.93%
61,951 $13.5 Million
Q1 2024

Apr 16, 2024
BUY
$204.0 - $228.59 $9.55 Million - $10.7 Million
46,833 Added 662.23%
53,905 $12.3 Million
Q4 2023

Jan 12, 2024
BUY
$175.26 - $215.9 $61,691 - $75,996
352 Added 5.24%
7,072 $1.51 Million
Q3 2023

Oct 10, 2023
BUY
$186.24 - $208.75 $2,979 - $3,340
16 Added 0.24%
6,720 $1.27 Million
Q4 2022

Jan 25, 2023
BUY
$172.82 - $196.57 $1.16 Million - $1.32 Million
6,704 New
6,704 $0

Others Institutions Holding VB

# of Institutions
2,490
Shares Held
164M
Call Options Held
68.3K
Put Options Held
26.1K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email