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Summit X LLC’s Vanguard Morningstar 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

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Summit X LLC sold out of Vanguard Morningstar 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 Q4 2024 and held it in 3 quarters. The position peaked at $444K in Q2 2025. 2,221 funds tracked by Wall St. Rank hold VO as of Q3 2025.

  • Summit X LLC reported no remaining Vanguard Morningstar Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 6,344 Vanguard Morningstar Mid-Cap ETF shares in Q3 2025, an estimated $444K.
  • Summit X LLC first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2024 and held it in 3 quarters.
  • Summit X LLC's Vanguard Morningstar Mid-Cap ETF position peaked at $444K in Q2 2025.
  • 2,221 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q3 2025.

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