Summit Wealth Group LLC / CO Vanguard S&P Small Cap 600 Val Transaction History
Summit Wealth Group LLC / CO
- $398 Billion
- Q2 2025
A detailed history of Summit Wealth Group LLC / CO transactions in Vanguard S&P Small Cap 600 Val stock. As of the latest transaction made, Summit Wealth Group LLC / CO holds 23,348 shares of VIOV stock, worth $2.2 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
23,348Holding current value
$2.2 Million% of portfolio
0.5%Shares
1 transactions
Others Institutions Holding VIOV
# of Institutions
207Shares Held
6.69MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY351KShares$33 Million0.0% of portfolio
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Aspiriant, LLC341KShares$32.1 Million0.94% of portfolio
-
N.E.W. Advisory Services LLC323KShares$30.4 Million2.71% of portfolio
-
Ubs Group Ag301KShares$28.4 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL235KShares$22.2 Million0.01% of portfolio