Summit Trail Advisors, LLC Vanguard Mega Cap Value Transaction History
Summit Trail Advisors, LLC
- $7.06 Billion
- Q3 2025
A detailed history of Summit Trail Advisors, LLC transactions in Vanguard Mega Cap Value stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 8,820 shares of MGV stock, worth $1.22 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
8,820
Previous 8,820
-0.0%
Holding current value
$1.22 Million
Previous $1.16 Million
4.93%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding MGV
# of Institutions
562Shares Held
55.3MCall Options Held
13.5KPut Options Held
2.4K-
Assetmark, Inc15.1MShares$2.09 Billion4.57% of portfolio
-
Bank Of America Corp Charlotte, NC4.32MShares$598 Million0.04% of portfolio
-
Morgan Stanley New York, NY3MShares$416 Million0.03% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.04MShares$283 Million0.07% of portfolio
-
Ubs Group Ag1.75MShares$243 Million0.04% of portfolio