Vanguard Small-Cap Growth ETF shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Vanguard Small-Cap Growth ETF
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $42M | 140k | 297.62 |
| 2025-06-30 | $39M | 140k | 276.94 |
| 2025-03-31 | $34M | 136k | 251.77 |
| 2024-12-31 | $39M | 139k | 280.06 |
| 2024-09-30 | $37M | 138k | 267.37 |
| 2024-06-30 | $34M | 137k | 250.13 |
| 2024-03-31 | $35M | 136k | 260.72 |
| 2023-09-30 | $29M | 134k | 214.18 |
| 2023-06-30 | $31M | 134k | 229.74 |
| 2023-03-31 | $29M | 134k | 216.41 |
| 2022-12-31 | $26M | 132k | 200.54 |
| 2022-09-30 | $26M | 131k | 195.13 |
| 2022-06-30 | $25M | 127k | 197.03 |
| 2022-03-31 | $31M | 125k | 248.13 |
| 2021-12-31 | $36M | 126k | 281.79 |
| 2021-09-30 | $35M | 125k | 280.16 |
| 2021-06-30 | $36M | 123k | 289.79 |
| 2020-12-31 | $31M | 114k | 267.66 |
| 2020-09-30 | $25M | 118k | 214.93 |
| 2020-06-30 | $24M | 121k | 199.60 |
| 2020-03-31 | $18M | 120k | 150.30 |
| 2019-09-30 | $22M | 121k | 182.04 |
| 2019-06-30 | $22M | 121k | 186.21 |
| 2019-03-31 | $21M | 118k | 179.72 |
| 2018-12-31 | $18M | 117k | 150.59 |
| 2018-09-30 | $22M | 118k | 187.32 |
| 2018-06-30 | $21M | 118k | 175.80 |
| 2018-03-31 | $20M | 119k | 163.95 |
| 2017-12-31 | $19M | 118k | 160.85 |
| 2017-09-30 | $18M | 117k | 152.64 |
| 2017-06-30 | $17M | 115k | 145.73 |
| 2017-03-31 | $16M | 112k | 140.67 |
| 2016-12-31 | $15M | 112k | 133.14 |
| 2016-09-30 | $15M | 114k | 131.78 |
| 2016-06-30 | $14M | 113k | 123.90 |
| 2016-03-31 | $13M | 112k | 119.00 |
| 2015-12-31 | $13M | 109k | 121.44 |
| 2015-09-30 | $13M | 110k | 117.78 |
| 2015-06-30 | $15M | 109k | 134.24 |
| 2015-03-31 | $14M | 109k | 131.78 |
| 2014-12-31 | $14M | 107k | 125.94 |
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