Summit X, LLC Vanguard Small Cap Value ETF Transaction History

Summit X, LLC

$437 Million
Q4 2024

A detailed history of Summit X, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Summit X, LLC holds 1,838 shares of VBR stock, worth $373,977. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,838

Holding current value

$373,977

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$197.36 - $217.3 $362,747 - $399,397	1,838 New	1,838 $364,000

Others Institutions Holding VBR

# of Institutions

1,688

Shares Held

100M

Call Options Held

56.1K

Put Options Held

9.5K

Bank Of America Corp Charlotte, NC

18.5M
Shares

$3.75 Billion
0.31% of portfolio
Brooklyn Fi, LLC New York, NY

4.4M
Shares

$895 Million
4.76% of portfolio
Assetmark, Inc

4M
Shares

$814 Million
2.18% of portfolio
Morgan Stanley New York, NY

3.86M
Shares

$785 Million
0.05% of portfolio
Betterment LLC New York, NY

3.55M
Shares

$722 Million
1.69% of portfolio

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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