Summit Financial, LLC Vanguard Total Stock Market Et Transaction History

Summit Financial, LLC

  • $6 Billion
  • Q3 2025

A detailed history of Summit Financial, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Summit Financial, LLC holds 1,642,867 shares of VTI stock, worth $542 Million. This represents 8.99% of its overall portfolio holdings.

Number of Shares
1,642,867
Previous 1,648,443 0.34%
Holding current value
$542 Million
Previous $501 Million 7.61%
% of portfolio
8.99%
Previous 11.44%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$303.93 - $329.86 $1.69 Million - $1.84 Million
-5,576 Reduced 0.34%
1,642,867 $539 Million
Q2 2025

Aug 13, 2025
BUY
$243.75 - $303.93 $31.8 Million - $39.7 Million
130,542 Added 8.6%
1,648,443 $501 Million
Q1 2025

May 14, 2025
BUY
$271.18 - $303.12 $9.42 Million - $10.5 Million
34,751 Added 2.34%
1,517,901 $417 Million
Q4 2024

Feb 12, 2025
BUY
$280.04 - $302.45 $8.68 Million - $9.37 Million
30,994 Added 2.13%
1,483,150 $430 Million
Q3 2024

Nov 12, 2024
SELL
$255.18 - $283.2 $20 Million - $22.2 Million
-78,511 Reduced 5.13%
1,452,156 $411 Million
Q2 2024

Jul 31, 2024
SELL
$245.23 - $269.4 $13.6 Million - $14.9 Million
-55,404 Reduced 3.49%
1,530,667 $409 Million
Q1 2024

Apr 24, 2024
BUY
$232.77 - $260.14 $239,520 - $267,684
1,029 Added 0.06%
1,586,071 $412 Million
Q4 2023

Feb 05, 2024
SELL
$203.12 - $238.25 $191,135 - $224,193
-941 Reduced 0.06%
1,585,042 $376 Million
Q3 2023

Nov 07, 2023
SELL
$211.41 - $228.35 $1.99 Million - $2.14 Million
-9,390 Reduced 0.59%
1,585,983 $337 Million
Q2 2023

Aug 11, 2023
SELL
$200.75 - $220.28 $21.8 Million - $24 Million
-108,772 Reduced 6.38%
1,595,373 $351 Million
Q1 2023

May 03, 2023
BUY
$189.85 - $210.01 $1.05 Million - $1.16 Million
5,522 Added 0.33%
1,704,145 $348 Million
Q4 2022

Feb 07, 2023
SELL
$179.3 - $204.18 $4.62 Million - $5.26 Million
-25,758 Reduced 1.49%
1,698,623 $325 Million
Q3 2022

Nov 15, 2022
BUY
$179.47 - $216.24 $1.38 Million - $1.66 Million
7,696 Added 0.45%
1,724,381 $309 Billion
Q2 2022

Aug 12, 2022
SELL
$183.02 - $230.52 $2.34 Million - $2.94 Million
-12,773 Reduced 0.74%
1,716,685 $0
Q1 2022

May 10, 2022
SELL
$209.9 - $242.97 $3.07 Million - $3.56 Million
-14,635 Reduced 0.84%
1,729,458 $0
Q4 2021

Feb 07, 2022
SELL
$221.73 - $242.96 $1.95 Million - $2.13 Million
-8,777 Reduced 0.5%
1,744,093 $0
Q3 2021

Nov 08, 2021
BUY
$219.23 - $234.37 $3.66 Million - $3.92 Million
16,717 Added 0.96%
1,752,870 $0
Q2 2021

Aug 06, 2021
SELL
$209.28 - $222.82 $9.58 Million - $10.2 Million
-45,773 Reduced 2.57%
1,736,153 $0
Q1 2021

May 03, 2021
SELL
$191.87 - $208.85 $2.66 Million - $2.9 Million
-13,886 Reduced 0.77%
1,781,926 $0
Q4 2020

Feb 09, 2021
SELL
$166.99 - $194.64 $7.15 Million - $8.34 Million
-42,831 Reduced 2.33%
1,795,812 $0
Q3 2020

Oct 22, 2020
SELL
$157.44 - $181.24 $4.07 Million - $4.69 Million
-25,877 Reduced 1.39%
1,838,643 $0
Q2 2020

Aug 12, 2020
SELL
$122.96 - $164.1 $2.2 Million - $2.94 Million
-17,900 Reduced 0.95%
1,864,520 $0
Q1 2020

May 04, 2020
BUY
$111.91 - $172.17 $425,929 - $655,279
3,806 Added 0.2%
1,882,420 $0
Q4 2019

Feb 11, 2020
SELL
$146.61 - $164.29 $14.8 Million - $16.6 Million
-100,907 Reduced 5.1%
1,878,614 $0
Q3 2019

Nov 04, 2019
BUY
$150.3 - $153.62 $1.6 Million - $1.64 Million
10,649 Added 0.54%
1,979,521 $0
Q2 2019

Aug 01, 2019
SELL
N/A
-5,931 Reduced 0.3%
1,968,872 $0
Q1 2019

May 14, 2019
SELL
N/A
-5,512 Reduced 0.28%
1,974,803 $0
Q4 2018

Feb 08, 2019
BUY
N/A
1,980,315 New
1,980,315 $0

Others Institutions Holding VTI

# of Institutions
3,633
Shares Held
537M
Call Options Held
1.6M
Put Options Held
733K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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