Summit Wealth Group LLC / CO Vanguard Small Cap ETF Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 3,789 shares of VB stock, worth $982,411. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,789Holding current value
$982,411% of portfolio
0.23%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
2,418Shares Held
166MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
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Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
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Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
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Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio