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Vanguard Admiral Fds Inc equity shares owned by Summit Financial Consulting

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc equity (IVOV) shares owned by Summit Financial Consulting from 13F filings

Historical chart of Summit Financial Consulting investment in Vanguard Admiral Fds Inc equity

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Admiral Fds Inc equity held by Summit Financial Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Admiral Fds Inc equity by Summit Financial Consulting

Quarter filed Position value Share count Share price at filing
2025-09-30 $309k 3.1k 100.77
2025-06-30 $294k 3.1k 95.47
2025-03-31 $287k 3.1k 92.04

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Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
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View all positions for Summit Financial Consulting

Top funds holding Vanguard Admiral Fds Inc equity

Vantagepoint Investment Advisers
Mariner Wealth Advisors
Rockland Trust
Morgan Stanley
Raymond James Financial
Octavia Wealth Advisors
Stordahl Capital Management
Nelson, Van Denburg & Campbell Wealth Management
Aberdeen Wealth Management
LPL Financial
Lutz Financial Services
UBS Group
Northwestern Mutual Wealth Management Company
Kestra Advisory Services
HighTower Advisors

View all funds holding Vanguard Admiral Fds Inc equity