Summit Investment Advisory Services, LLC Vanguard Small Cap ETF Transaction History
Summit Investment Advisory Services, LLC
- $251 Billion
- Q3 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 7,076 shares of VB stock, worth $1.77 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
7,076
Previous 6,807
3.95%
Holding current value
$1.77 Million
Previous $1.61 Billion
11.55%
% of portfolio
0.72%
Previous 0.7%
Shares
11 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio