Summit Financial Strategies, Inc. Vanguard Star Fd Vanguard Tota Transaction History
Summit Financial Strategies, Inc.
- $1.08 Billion
- Q3 2025
A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 2,970 shares of VXUS stock, worth $219,364. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,970
Previous 2,972
0.07%
Holding current value
$219,364
Previous $205,000
6.34%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding VXUS
# of Institutions
1,562Shares Held
366MCall Options Held
104KPut Options Held
170K-
Vanguard Group Inc Valley Forge, PA81.7MShares$6.03 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$1.23 Billion0.09% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M013.4MShares$990 Million3.81% of portfolio
-
Envestnet Asset Management Inc12.6MShares$927 Million0.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL12.3MShares$910 Million1.25% of portfolio