Vanguard Small-Cap Value ETF shares owned by Summit Financial
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $41M | 194k | 208.71 |
| 2025-06-30 | $40M | 203k | 195.92 |
| 2025-03-31 | $36M | 191k | 186.29 |
| 2024-12-31 | $39M | 198k | 198.18 |
| 2024-09-30 | $37M | 182k | 200.78 |
| 2024-06-30 | $35M | 193k | 183.54 |
| 2024-03-31 | $37M | 192k | 191.88 |
| 2023-12-31 | $35M | 194k | 179.97 |
| 2023-09-30 | $32M | 197k | 159.49 |
| 2023-06-30 | $32M | 195k | 165.40 |
| 2023-03-31 | $31M | 194k | 158.76 |
| 2022-12-31 | $31M | 197k | 158.80 |
| 2022-09-30 | $27M | 189k | 143.40 |
| 2022-06-30 | $28M | 185k | 149.82 |
| 2022-03-31 | $33M | 189k | 175.94 |
| 2021-12-31 | $34M | 189k | 178.85 |
| 2021-09-30 | $32M | 187k | 169.26 |
| 2021-06-30 | $32M | 183k | 173.66 |
| 2021-03-31 | $34M | 206k | 165.61 |
| 2020-12-31 | $30M | 210k | 142.21 |
| 2020-09-30 | $24M | 214k | 110.63 |
| 2020-06-30 | $23M | 213k | 106.92 |
| 2020-03-31 | $16M | 182k | 88.80 |
| 2019-12-31 | $24M | 178k | 137.07 |
| 2019-09-30 | $27M | 208k | 128.85 |
| 2019-06-30 | $24M | 182k | 131.28 |
| 2019-03-31 | $23M | 178k | 129.32 |
| 2018-12-31 | $20M | 178k | 114.06 |