Summit Wealth Partners, LLC Vanguard Intermediate Term Cor Transaction History
Summit Wealth Partners, LLC
- $554 Billion
- Q3 2025
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 18,965 shares of VCIT stock, worth $1.58 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
18,965
Previous 19,276
1.61%
Holding current value
$1.58 Million
Previous $1.6 Billion
0.2%
% of portfolio
0.29%
Previous 0.3%
Shares
12 transactions
Others Institutions Holding VCIT
# of Institutions
1,381Shares Held
503MCall Options Held
31.7KPut Options Held
200-
Bank Of America Corp Charlotte, NC82.3MShares$6.88 Billion0.48% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa80.6MShares$6.74 Billion2.5% of portfolio
-
Jpmorgan Chase & CO New York, NY53.3MShares$4.45 Billion0.3% of portfolio
-
Creative Planning Overland Park, KS26.4MShares$2.21 Billion1.72% of portfolio
-
Morgan Stanley New York, NY19.6MShares$1.64 Billion0.1% of portfolio