Summit Investment Advisory Services, LLC Vanguard Small Cap Growth 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 Growth ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 791 shares of VBK stock, worth $230,742. This represents 0.09% of its overall portfolio holdings.
Number of Shares
791
Previous 754
4.91%
Holding current value
$230,742
Previous $209 Million
12.72%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding VBK
# of Institutions
1,278Shares Held
45.1MCall Options Held
45.8KPut Options Held
26K-
Bank Of America Corp Charlotte, NC9.99MShares$2.91 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.93MShares$564 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$492 Million4.13% of portfolio
-
Assetmark, Inc1.55MShares$452 Million1.01% of portfolio
-
Sei Investments CO Oaks, PA950KShares$277 Million0.32% of portfolio