Vanguard Small-Cap ETF shares owned by Summit Financial
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $16M | 69k | 237.92 |
| 2024-06-30 | $13M | 57k | 218.89 |
| 2024-03-31 | $12M | 53k | 228.59 |
| 2023-12-31 | $11M | 52k | 213.33 |
| 2023-09-30 | $9.5M | 50k | 189.07 |
| 2023-06-30 | $6.9M | 35k | 198.89 |
| 2023-03-31 | $6.6M | 35k | 189.56 |
| 2022-12-31 | $6.5M | 36k | 183.54 |
| 2022-09-30 | $6.0M | 35k | 170.91 |
| 2022-06-30 | $5.3M | 30k | 176.11 |
| 2022-03-31 | $6.1M | 29k | 212.52 |
| 2021-12-31 | $5.8M | 26k | 226.01 |
| 2021-09-30 | $3.9M | 18k | 218.68 |
| 2021-06-30 | $2.4M | 11k | 225.27 |
| 2021-03-31 | $1.1M | 5.1k | 214.08 |
| 2020-12-31 | $619k | 3.2k | 194.71 |
| 2020-09-30 | $254k | 1.6k | 153.83 |
| 2020-06-30 | $229k | 1.6k | 145.73 |