Summit Investment Advisory Services, LLC Vanguard 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 Growth ETF stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 6,226 shares of VUG stock, worth $3.01 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
6,226
Previous 6,002
3.73%
Holding current value
$3.01 Million
Previous $2.63 Billion
13.47%
% of portfolio
1.19%
Previous 1.14%
Shares
12 transactions
Others Institutions Holding VUG
# of Institutions
2,914Shares Held
277MCall Options Held
345KPut Options Held
186K-
Bank Of America Corp Charlotte, NC47.1MShares$22.8 Billion1.58% of portfolio
-
Jones Financial Companies Lllp35.2MShares$17 Billion11.59% of portfolio
-
Morgan Stanley New York, NY14.8MShares$7.14 Billion0.45% of portfolio
-
Envestnet Asset Management Inc8.32MShares$4.02 Billion1.23% of portfolio
-
Axiom Advisory, LLC San Diego, CA7.25MShares$3.51 Billion25.47% of portfolio