Vanguard Small-Cap ETF shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Vanguard Small-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap ETF by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 14k | 254.28 |
| 2025-06-30 | $3.5M | 15k | 236.98 |
| 2025-03-31 | $3.5M | 16k | 221.75 |
| 2024-12-31 | $4.1M | 17k | 240.29 |
| 2024-09-30 | $4.3M | 18k | 237.22 |
| 2024-06-30 | $3.9M | 18k | 218.04 |
| 2024-03-31 | $4.5M | 20k | 228.60 |
| 2023-12-31 | $4.3M | 20k | 213.33 |
| 2023-09-30 | $3.9M | 20k | 189.07 |
| 2023-06-30 | $3.9M | 20k | 198.89 |
| 2023-03-31 | $3.8M | 20k | 189.56 |
| 2022-12-31 | $3.7M | 20k | 183.54 |
| 2022-09-30 | $3.1M | 18k | 170.91 |
| 2022-06-30 | $3.5M | 20k | 176.11 |
| 2022-03-31 | $4.7M | 22k | 212.52 |
| 2021-12-31 | $4.9M | 22k | 226.01 |
| 2021-09-30 | $4.6M | 21k | 218.67 |
| 2021-06-30 | $4.6M | 20k | 225.28 |
| 2021-03-31 | $4.2M | 20k | 214.08 |
| 2020-12-31 | $3.9M | 20k | 194.68 |
| 2020-09-30 | $2.4M | 16k | 153.80 |
| 2020-06-30 | $535k | 3.7k | 145.72 |
| 2020-03-31 | $424k | 3.7k | 115.44 |