Summit Financial Strategies, Inc. Vanguard Small Cap Growth ETF Transaction History
Summit Financial Strategies, Inc.
- $679 Million
- Q1 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 135,912 shares of VBK stock, worth $33.9 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
135,912
Previous 134,713
0.89%
Holding current value
$33.9 Million
Previous $32.6 Million
8.8%
% of portfolio
5.22%
Previous 5.2%
Shares
27 transactions
Others Institutions Holding VBK
# of Institutions
1,068Shares Held
39.7MCall Options Held
45.9KPut Options Held
17.7K-
Bank Of America Corp Charlotte, NC8.24MShares$2.06 Billion0.2% of portfolio
-
Jones Financial Companies Lllp2.39MShares$597 Million0.85% of portfolio
-
Morgan Stanley New York, NY1.93MShares$483 Million0.04% of portfolio
-
Assetmark, Inc1.31MShares$327 Million1.12% of portfolio
-
Ci Private Wealth, LLC Miami, FL889KShares$222 Million0.36% of portfolio