Summit Investment Advisory Services, LLC Vanguard Mega Cap Growth ETF Transaction History
Summit Investment Advisory Services, LLC
- $251 Billion
- Q3 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Mega Cap Growth ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 2,176 shares of MGK stock, worth $889,026. This represents 0.35% of its overall portfolio holdings.
Number of Shares
2,176
Previous 2,361
7.84%
Holding current value
$889,026
Previous $865 Million
1.27%
% of portfolio
0.35%
Previous 0.38%
Shares
11 transactions
Others Institutions Holding MGK
# of Institutions
997Shares Held
42.2MCall Options Held
84.7KPut Options Held
77.8K-
Assetmark, Inc8.5MShares$3.47 Billion7.51% of portfolio
-
Cassaday & CO Wealth Management LLC Mclean, VA3.72MShares$1.52 Billion34.63% of portfolio
-
Morgan Stanley New York, NY2.37MShares$970 Million0.06% of portfolio
-
Bank Of America Corp Charlotte, NC1.92MShares$785 Million0.05% of portfolio
-
Captrust Financial Advisors Raleigh, NC1.6MShares$652 Million1.37% of portfolio