Summit Investment Advisory Services, LLC Vanguard Value ETF Transaction History
Summit Investment Advisory Services, LLC
- $251 Billion
- Q3 2025
A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 7,834 shares of VTV stock, worth $1.47 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
7,834
Previous 7,823
0.14%
Holding current value
$1.47 Million
Previous $1.38 Billion
5.68%
% of portfolio
0.58%
Previous 0.6%
Shares
11 transactions
Others Institutions Holding VTV
# of Institutions
2,754Shares Held
586MCall Options Held
159KPut Options Held
38.8K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio