Summit Trail Advisors, LLC Vanguard Mid Cap Value Index F Transaction History
Summit Trail Advisors, LLC
- $3.71 Billion
- Q1 2024
A detailed history of Summit Trail Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 5,966 shares of VOE stock, worth $897,465. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,966
Previous 5,966
-0.0%
Holding current value
$897,465
Previous $865,000
7.51%
% of portfolio
0.03%
Previous 0.03%
Shares
5 transactions
Others Institutions Holding VOE
# of Institutions
1,026Shares Held
65.7MCall Options Held
40.7KPut Options Held
1.3K-
Betterment LLC New York, NY5.41MShares$814 Million2.27% of portfolio
-
Morgan Stanley New York, NY4.43MShares$666 Million0.06% of portfolio
-
Assetmark, Inc3.37MShares$507 Million1.72% of portfolio
-
Bank Of America Corp Charlotte, NC3.07MShares$462 Million0.05% of portfolio
-
Royal Bank Of Canada Toronto, A62.97MShares$447 Million0.11% of portfolio