Vanguard Small-Cap Value ETF shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $440k | 2.2k | 200.79 |
| 2024-06-30 | $390k | 2.1k | 182.54 |
| 2024-03-31 | $415k | 2.2k | 191.84 |
| 2022-06-30 | $323k | 2.2k | 149.80 |
| 2022-03-31 | $1.4M | 7.9k | 175.95 |
| 2021-12-31 | $1.4M | 7.7k | 178.84 |
| 2021-09-30 | $1.1M | 6.4k | 169.25 |
| 2021-06-30 | $1.1M | 6.5k | 173.67 |
| 2021-03-31 | $1.1M | 6.5k | 165.61 |
| 2020-12-31 | $981k | 6.9k | 142.22 |
| 2020-09-30 | $607k | 5.5k | 110.63 |
| 2020-06-30 | $538k | 5.0k | 106.93 |