Vanguard Group’s Summit Midstream SMC Stock Holding History

Vanguard Group’s Portfolio SMC Stock Details SMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$16.8M	Sell	630,040 -11,078	-2%	-$263K	﹤0.01%	2700
2025 Q3	$13.2M	Sell	641,118 -2,351	-0.4%	-$54.6K	﹤0.01%	2824
2025 Q2	$15.8M	Sell	643,469 -43,595	-6%	-$1.2M	﹤0.01%	2667
2025 Q1	$23.3M	Buy	687,064 +233,760	+52%	+$9.4M	﹤0.01%	2443
2024 Q4	$17.1M	Hold	453,304	–	–	﹤0.01%	2654
2024 Q3	$15.9M	Buy	+453,304	New	+$16.4M	﹤0.01%	2716

Other funds holding SMC

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DAMU

Deltroit Asset Management (UK) London $623M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FFL

Flat Footed LLC Wilson, Wyoming $920M AUM 86.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group's SMC Position: Q4 2025 in Review

Vanguard Group reduced its Summit Midstream (SMC) stake by 1.7% in Q4 2025, selling an estimated $263K and leaving 630,040 shares worth $16.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2700.

Vanguard Group first reported a position in SMC in Q3 2024 and has held it in 6 quarters since. The position peaked at $23.3M in Q1 2025. 65 funds tracked by Wall St. Rank hold SMC as of Q4 2025.

Vanguard Group held 630,040 shares of Summit Midstream worth $16.8M as of Q4 2025.
Vanguard Group sold 11,078 Summit Midstream shares in Q4 2025, an estimated $263K.
Summit Midstream made up ﹤0.01% of Vanguard Group's portfolio in Q4 2025, its #2700 holding.
Vanguard Group first reported a position in Summit Midstream in Q3 2024 and has held it in 6 quarters since.
Vanguard Group's Summit Midstream position peaked at $23.3M in Q1 2025.
65 funds tracked by Wall St. Rank held Summit Midstream as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.