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Summit X LLC’s Vanguard Mid-Cap ETF VO Stock Holding History

Summit X LLC’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,344
Closed -$444K – 229
2025
Q2 		$444K Buy
6,344
+3,172
+100% +$208K 0.08% 157
2025
Q1 		$205K Hold
3,172
– – 0.04% 221
2024
Q4 		$209K Buy
+3,172
New +$215K 0.05% 206
2020
Q4 		– Sell
-332
Closed -$705 – 431
2020
Q3 		$705 Buy
+332
New +$14.5K 0.01% 271

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Summit X LLC's VO Position: Q3 2025 in Review

Summit X LLC sold out of Vanguard Mid-Cap ETF (VO) in Q3 2025, closing a stake of 6,344 shares — an estimated $444K sold.

Summit X LLC first reported a position in VO in Q3 2020 and held it in 4 quarters. The position peaked at $444K in Q2 2025. 2,218 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Summit X LLC reported no remaining Vanguard Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 6,344 Vanguard Mid-Cap ETF shares in Q3 2025, an estimated $444K.
  • Summit X LLC first reported a position in Vanguard Mid-Cap ETF in Q3 2020 and held it in 4 quarters.
  • Summit X LLC's Vanguard Mid-Cap ETF position peaked at $444K in Q2 2025.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.