Summit Investment Advisory Services, LLC Vanguard Mid Cap ETF Transaction History
Summit Investment Advisory Services, LLC
- $251 Billion
- Q3 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 4,118 shares of VO stock, worth $1.18 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
4,118
Previous 3,595
14.55%
Holding current value
$1.18 Million
Previous $1.01 Billion
20.23%
% of portfolio
0.48%
Previous 0.44%
Shares
11 transactions
Others Institutions Holding VO
# of Institutions
2,507Shares Held
220MCall Options Held
55KPut Options Held
34.5K-
Wells Fargo & Company San Francisco, CA26.2MShares$7.52 Billion1.52% of portfolio
-
Jones Financial Companies Lllp23MShares$6.6 Billion4.64% of portfolio
-
Bank Of America Corp Charlotte, NC17.5MShares$5.01 Billion0.36% of portfolio
-
Creative Planning Overland Park, KS8.33MShares$2.39 Billion1.9% of portfolio
-
Morgan Stanley New York, NY8.23MShares$2.36 Billion0.15% of portfolio