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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth ETF held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Wal-Mart Stores (WMT)

View all positions for Summit Financial Strategies

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Assetmark
CI Private Wealth
Pnc Financial Services
Mather Group
UBS Group
Wells Fargo & Company
Rsm Us Wealth Management
Branch Banking & Trust Company
Tiaa Trust, National Association
Advisor Group Holdings
Cohen Klingenstein
Moneta Group Investment Advisors
Jpmorgan Chase & Co
HighTower Advisors

View all funds holding Vanguard Small-Cap Growth ETF