Summit Financial, LLC Vanguard Whitehall Fds (Vangua Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Summit Financial, LLC holds 112,405 shares of VYM stock, worth $15.9 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

112,405

Previous 103,247 8.87%

Holding current value

$15.9 Million

Previous $13.8 Million 15.11%

% of portfolio

0.26%

Previous 0.31%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$132.9 - $142.03 $1.22 Million - $1.3 Million	9,158 Added 8.87%	112,405 $15.8 Million
Q2 2025 Aug 13, 2025	BUY	$114.78 - $133.31 $3.43 Million - $3.99 Million	29,908 Added 40.78%	103,247 $13.8 Million
Q1 2025 May 14, 2025	BUY	$126.11 - $135.06 $908,118 - $972,567	7,201 Added 10.89%	73,339 $9.46 Million
Q4 2024 Feb 12, 2025	BUY	$126.68 - $134.74 $78,668 - $83,673	621 Added 0.95%	66,138 $8.44 Million
Q3 2024 Nov 12, 2024	BUY	$117.9 - $128.2 $275,532 - $299,603	2,337 Added 3.7%	65,517 $8.4 Million

Q2 2024 Jul 31, 2024	BUY	$114.71 - $121.51 $834,859 - $884,349	7,278 Added 13.02%	63,180 $7.49 Million
Q1 2024 Apr 24, 2024	BUY	$109.98 - $120.99 $814,181 - $895,688	7,403 Added 15.26%	55,902 $6.76 Million
Q4 2023 Feb 05, 2024	BUY	$98.71 - $111.84 $68,800 - $77,952	697 Added 1.46%	48,499 $5.41 Million
Q3 2023 Nov 07, 2023	SELL	$103.32 - $110.34 $81,312 - $86,837	-787 Reduced 1.62%	47,802 $4.94 Million
Q2 2023 Aug 11, 2023	SELL	$101.36 - $107.68 $65,478 - $69,561	-646 Reduced 1.31%	48,589 $5.15 Million
Q1 2023 May 03, 2023	SELL	$100.82 - $111.44 $15,727 - $17,384	-156 Reduced 0.32%	49,235 $5.19 Million
Q4 2022 Feb 07, 2023	BUY	$96.14 - $113.15 $143,537 - $168,932	1,493 Added 3.12%	49,391 $5.34 Million
Q3 2022 Nov 15, 2022	BUY	$94.88 - $110.28 $28,084 - $32,642	296 Added 0.62%	47,898 $4.54 Billion
Q2 2022 Aug 12, 2022	BUY	$99.2 - $114.57 $236,988 - $273,707	2,389 Added 5.28%	47,602 $0
Q1 2022 May 10, 2022	BUY	$107.24 - $115.01 $1.21 Million - $1.3 Million	11,260 Added 33.16%	45,213 $0
Q4 2021 Feb 07, 2022	BUY	$104.33 - $112.16 $1.84 Million - $1.98 Million	17,680 Added 108.65%	33,953 $0
Q3 2021 Nov 08, 2021	BUY	$102.3 - $108.36 $198,462 - $210,218	1,940 Added 13.54%	16,273 $0
Q2 2021 Aug 06, 2021	BUY	$101.6 - $107.95 $1.14 Million - $1.21 Million	11,219 Added 360.28%	14,333 $0
Q1 2021 May 03, 2021	BUY	$90.4 - $101.83 $281,505 - $317,098	3,114 New	3,114 $0

Others Institutions Holding VYM

# of Institutions

2,099

Shares Held

190M

Call Options Held

2.01M

Put Options Held

167K

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About VANGUARD WHITEHALL FDS (VANGUA

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Summit Financial, LLC Vanguard Whitehall Fds (Vangua Transaction History