Cyndeo Wealth Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1950947
ST. PETERSBURG, FL
Position in VB
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$25,395,239
+$1,503,910 QoQ
Shares Held
96,958
+4.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,395,239 | 96,958 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $23,891,329 | 92,620 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $22,287,387 | 87,649 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $21,308,530 | 89,917 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $19,204,437 | 86,604 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $19,031,857 | 79,207 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $16,613,002 | 70,035 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $13,507,796 | 61,951 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,322,143 | 53,905 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,508,669 | 7,072 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,270,550 | 6,720 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,333,358 | 6,704 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,270,810 | 6,704 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,230,452 | 6,704 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||