Vanguard Small-Cap Value ETF shares owned by Summit Asset Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $270k | 1.5k | 179.97 |
| 2023-09-30 | $239k | 1.5k | 159.49 |
| 2023-06-30 | $248k | 1.5k | 165.40 |
| 2023-03-31 | $238k | 1.5k | 158.76 |
| 2022-12-31 | $238k | 1.5k | 158.80 |
| 2022-09-30 | $215k | 1.5k | 143.33 |
| 2022-06-30 | $225k | 1.5k | 150.00 |
| 2022-03-31 | $264k | 1.5k | 176.00 |
| 2021-12-31 | $268k | 1.5k | 178.67 |
| 2021-09-30 | $254k | 1.5k | 169.33 |
| 2021-06-30 | $260k | 1.5k | 173.33 |
| 2021-03-31 | $259k | 1.6k | 165.71 |
| 2020-12-31 | $222k | 1.6k | 142.03 |
| 2019-12-31 | $214k | 1.6k | 136.92 |
| 2019-09-30 | $209k | 1.6k | 128.62 |
| 2019-06-30 | $212k | 1.6k | 130.46 |
| 2019-03-31 | $209k | 1.6k | 128.62 |
| 2018-09-30 | $226k | 1.6k | 139.08 |
| 2018-06-30 | $204k | 1.5k | 136.00 |