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Vanguard Small-Cap Value ETF shares owned by Summit X

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Summit X from 13F filings

Historical chart of Summit X 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 X consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Summit X

Quarter filed Position value Share count Share price at filing
2025-06-30 $711k 3.6k 195.01
2025-03-31 $340k 1.8k 186.29
2024-12-31 $364k 1.8k 198.18

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