Summit Investment Advisory Services, LLC Vanguard Small Cap ETF Transaction History

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 6,745 shares of VB stock, worth $1.66 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

6,745

Previous 6,731 0.21%

Holding current value

$1.66 Million

Previous $1.6 Billion 1.5%

% of portfolio

0.84%

Previous 0.85%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$233.76 - $261.58 $3,272 - $3,662	14 Added 0.21%	6,745 $1.62 Billion
Q3 2024 Oct 16, 2024	BUY	$214.77 - $237.72 $1.45 Million - $1.6 Million	6,731 New	6,731 $1.6 Billion
Q1 2024 Apr 18, 2024	SELL	$204.0 - $228.59 $3,264 - $3,657	-16 Reduced 0.24%	6,714 $1.53 Billion
Q4 2023 Jan 18, 2024	BUY	$175.26 - $215.9 $1,752 - $2,159	10 Added 0.15%	6,730 $1.44 Billion
Q3 2023 Oct 10, 2023	BUY	$186.24 - $208.75 $558 - $626	3 Added 0.04%	6,720 $1.27 Billion
Q2 2023 Jul 26, 2023	SELL	$181.26 - $198.89 $16,313 - $17,900	-90 Reduced 1.32%	6,717 $1.34 Billion
Q1 2023 Apr 17, 2023	BUY	$179.51 - $208.76 $1,436 - $1,670	8 Added 0.12%	6,807 $1.29 Billion
Q4 2022 Feb 02, 2023	BUY	$172.82 - $196.57 $1.18 Million - $1.34 Million	6,799 New	6,799 $1.25 Billion

Others Institutions Holding VB

# of Institutions

2,313

Shares Held

161M

Call Options Held

74.8K

Put Options Held

50.8K

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About VANGUARD SMALL-CAP ETF

Ticker VB
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Summit Investment Advisory Services, LLC Vanguard Small Cap ETF Transaction History