Summit Investment Advisory Services, LLC Vanguard Growth ETF Transaction History
Summit Investment Advisory Services, LLC
- $169 Billion
- Q1 2024
A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 6,306 shares of VUG stock, worth $2.44 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
6,306
Previous 6,304
0.03%
Holding current value
$2.44 Million
Previous $1.96 Billion
10.75%
% of portfolio
1.28%
Previous 1.23%
Shares
6 transactions
Others Institutions Holding VUG
# of Institutions
2,198Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$16.3 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$7.16 Billion8.67% of portfolio
-
Morgan Stanley New York, NY13.3MShares$5.13 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.47 Billion6.95% of portfolio
-
Envestnet Asset Management Inc8.42MShares$3.26 Billion1.1% of portfolio