Summit Wealth Group LLC / CO Vanguard Bd Index Fd Inc Short Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$77.74 - $78.78 $2.84 Million - $2.88 Million	36,552 New	36,552 $2.88 Billion

Others Institutions Holding BSV

# of Institutions

1,392

Shares Held

410M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

38.6M
Shares

$3.04 Billion
0.19% of portfolio
Mercer Global Advisors Inc Denver, CO

37.9M
Shares

$2.98 Billion
5.09% of portfolio
Envestnet Asset Management Inc

28M
Shares

$2.2 Billion
0.68% of portfolio
Jpmorgan Chase & CO New York, NY

25.1M
Shares

$1.98 Billion
0.13% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

19.5M
Shares

$1.54 Billion
4.29% of portfolio

About VANGUARD BD INDEX FD INC SHORT

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