Summit Financial Strategies, Inc. Vanguard Small Cap Growth ETF Transaction History
Summit Financial Strategies, Inc.
- $836 Million
- Q4 2024
A detailed history of Summit Financial Strategies, Inc. transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 138,805 shares of VBK stock, worth $32.8 Million. This represents 4.65% of its overall portfolio holdings.
Number of Shares
138,805
Previous 138,110
0.5%
Holding current value
$32.8 Million
Previous $36.9 Million
5.27%
% of portfolio
4.65%
Previous 4.5%
Shares
30 transactions
Others Institutions Holding VBK
# of Institutions
1,223Shares Held
45.9MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.26 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$451 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$426 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$398 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$344 Million1.12% of portfolio