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Summit X LLC’s Vanguard Large-Cap ETF VV Stock Holding History

Summit X LLC’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,421
Closed -$405K – 235
2025
Q2 		$405K Hold
1,421
– – 0.08% 162
2025
Q1 		$365K Hold
1,421
– – 0.08% 150
2024
Q4 		$383K Hold
1,421
– – 0.09% 140
2024
Q3 		$355K Hold
1,421
– – 0.09% 140
2024
Q2 		$355K Hold
1,421
– – 0.08% 156
2024
Q1 		$341K Hold
1,421
– – 0.09% 142
2023
Q4 		$310K Hold
1,421
– – 0.09% 143
2023
Q3 		$278K Buy
+1,421
New +$289K 0.09% 140

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Summit X LLC sold out of Vanguard Large-Cap ETF (VV) in Q3 2025, closing a stake of 1,421 shares — an estimated $405K sold.

Summit X LLC first reported a position in VV in Q3 2023 and held it in 8 quarters. The position peaked at $405K in Q2 2025. 1,265 funds tracked by Wall St. Rank hold VV as of Q3 2025.

  • Summit X LLC reported no remaining Vanguard Large-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 1,421 Vanguard Large-Cap ETF shares in Q3 2025, an estimated $405K.
  • Summit X LLC first reported a position in Vanguard Large-Cap ETF in Q3 2023 and held it in 8 quarters.
  • Summit X LLC's Vanguard Large-Cap ETF position peaked at $405K in Q2 2025.
  • 1,265 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2025.

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