Summit Investment Advisory Services, LLC Vanguard Small Cap ETF Transaction History
Summit Investment Advisory Services, LLC
- $189 Billion
- Q3 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 6,731 shares of VB stock, worth $1.69 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
6,731Holding current value
$1.69 Million% of portfolio
0.85%Shares
7 transactions
Others Institutions Holding VB
# of Institutions
2,109Shares Held
150MCall Options Held
102KPut Options Held
107K-
Bank Of America Corp Charlotte, NC25.1MShares$6.31 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.84 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.21MShares$1.81 Billion1.76% of portfolio
-
Envestnet Asset Management Inc5.21MShares$1.31 Billion0.41% of portfolio
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Wells Fargo & Company San Francisco, CA5.13MShares$1.29 Billion0.28% of portfolio