Summit Global Investments Vanguard Transaction History
Summit Global Investments
- $1.71 Billion
- Q3 2025
A detailed history of Summit Global Investments transactions in Vanguard stock. As of the latest transaction made, Summit Global Investments holds 20,422 shares of VGSH stock, worth $1.2 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
20,422
Previous 20,667
1.19%
Holding current value
$1.2 Million
Previous $1.22 Million
1.07%
% of portfolio
0.07%
Previous 0.07%
Shares
19 transactions
Others Institutions Holding VGSH
# of Institutions
1,064Shares Held
267MCall Options Held
3.3KPut Options Held
0-
Jpmorgan Chase & CO New York, NY25.6MShares$1.5 Billion0.1% of portfolio
-
Morgan Stanley New York, NY22.1MShares$1.3 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC9.9MShares$581 Million0.04% of portfolio
-
Northern Trust Corp Chicago, IL8.09MShares$475 Million0.06% of portfolio
-
Orgel Wealth Management, LLC7.53MShares$442 Million10.66% of portfolio