Summit Asset Management, LLC Vanguard Mid Cap ETF Transaction History
Summit Asset Management, LLC
- $605 Million
- Q2 2025
A detailed history of Summit Asset Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Summit Asset Management, LLC holds 962 shares of VO stock, worth $272,765. This represents 0.04% of its overall portfolio holdings.
Number of Shares
962
Previous 1,002
3.99%
Holding current value
$272,765
Previous $259,000
3.86%
% of portfolio
0.04%
Previous 0.05%
Shares
13 transactions
Others Institutions Holding VO
# of Institutions
2,410Shares Held
210MCall Options Held
71.9KPut Options Held
24.6K-
Wells Fargo & Company San Francisco, CA24.8MShares$7.03 Billion1.48% of portfolio
-
Jones Financial Companies Lllp21MShares$5.95 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$4.89 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.38 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.04MShares$2.28 Billion0.15% of portfolio