Vanguard Small-Cap ETF shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Vanguard Small-Cap ETF
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All positions including Vanguard Small-Cap ETF held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vanguard Small-Cap ETF by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 9.2k | 254.28 |
| 2025-06-30 | $2.2M | 9.5k | 236.97 |
| 2025-03-31 | $638k | 2.9k | 221.73 |
| 2024-12-31 | $595k | 2.5k | 240.24 |
| 2024-09-30 | $541k | 2.3k | 237.25 |
| 2024-06-30 | $389k | 1.8k | 218.08 |
| 2024-03-31 | $407k | 1.8k | 228.63 |
| 2023-12-31 | $349k | 1.6k | 213.33 |
| 2023-09-30 | $310k | 1.6k | 189.07 |
| 2023-06-30 | $326k | 1.6k | 198.89 |
More positions owned by Summit Wealth & Retirement Planning
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