Cypress Point Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Cypress Point Wealth Management, LLC
- $439 Million
- Q3 2025
A detailed history of Cypress Point Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 8,500 shares of VB stock, worth $2.12 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
8,500
Previous 8,500
-0.0%
Holding current value
$2.12 Million
Previous $2.01 Million
7.3%
% of portfolio
0.49%
Previous 0.56%
Shares
3 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