Summit X LLC’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Summit X LLC’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-72	Closed	-$430	–	423
2020 Q3	$430	Buy	+72	New	+$15.2K	0.01%	328

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BDF

Balasa Dinverno & Foltz $1.58B AUM 17.55% 1-Year Est. Return

Summit X LLC's VBK Position: Q4 2020 in Review

Summit X LLC sold out of Vanguard Small-Cap Growth ETF (VBK) in Q4 2020, closing a stake of 72 shares — an estimated $430 sold.

Summit X LLC first reported a position in VBK in Q3 2020 and held it in 1 quarter. The position peaked at $430 in Q3 2020. 723 funds tracked by Wall St. Rank hold VBK as of Q4 2020.

Summit X LLC reported no remaining Vanguard Small-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
Summit X LLC sold 72 Vanguard Small-Cap Growth ETF shares in Q4 2020, an estimated $430.
Summit X LLC first reported a position in Vanguard Small-Cap Growth ETF in Q3 2020 and held it in 1 quarter.
Summit X LLC's Vanguard Small-Cap Growth ETF position peaked at $430 in Q3 2020.
723 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.