Summit Asset Management, LLC Vanguard Mid Cap ETF Transaction History
Summit Asset Management, LLC
- $639 Million
- Q3 2025
A detailed history of Summit Asset Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Summit Asset Management, LLC holds 962 shares of VO stock, worth $276,026. This represents 0.04% of its overall portfolio holdings.
Number of Shares
962
Previous 962
-0.0%
Holding current value
$276,026
Previous $269,000
4.83%
% of portfolio
0.04%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding VO
# of Institutions
2,515Shares 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