Summit Financial Wealth Advisors, LLC Vanguard Total Stock Market Et Transaction History
Summit Financial Wealth Advisors, LLC
- $490 Million
- Q4 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 38,013 shares of VTI stock, worth $10.4 Million. This represents 2.25% of its overall portfolio holdings.
Number of Shares
38,013
Previous 33,743
12.65%
Holding current value
$10.4 Million
Previous $9.55 Million
15.3%
% of portfolio
2.25%
Previous 1.89%
Shares
31 transactions
Others Institutions Holding VTI
# of Institutions
3,388Shares Held
470MCall Options Held
1.31MPut Options Held
1.13M-
Vanguard Group Inc Valley Forge, PA53.7MShares$14.7 Billion0.28% of portfolio
-
Betterment LLC New York, NY27MShares$7.37 Billion18.8% of portfolio
-
Wealthfront Advisers LLC15.6MShares$4.27 Billion13.31% of portfolio
-
Bank Of America Corp Charlotte, NC13.2MShares$3.6 Billion0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$3.53 Billion1.57% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity