Summit Wealth Group LLC / CO Vanguard Whitehall Fds Intl Di Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$75.29 - $91.16 $710,812 - $860,641	9,441 New	9,441 $851 Million

Others Institutions Holding VIGI

# of Institutions

584

Shares Held

55.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.59M
Shares

$597 Million
0.04% of portfolio
Ep Wealth Advisors, LLC Torrance, CA

4.82M
Shares

$436 Million
2.98% of portfolio
Bank Of America Corp Charlotte, NC

3.83M
Shares

$347 Million
0.02% of portfolio
Vantagepoint Investment Advisers LLC

2.58M
Shares

$233 Million
1.96% of portfolio
Cliftonlarsonallen Wealth Advisors, LLC

1.93M
Shares

$175 Million
2.74% of portfolio

About VANGUARD WHITEHALL FDS INTL DI

Ticker VIGI
Sector ETFs
Industry ETFs

More about VIGI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Group LLC / CO, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Group LLC / CO with notifications on news.