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Vanguard World shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Vanguard World

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All positions including Vanguard World held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard World by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $783k 12k 64.88
2024-06-30 $728k 12k 62.06
2024-03-31 $679k 11k 62.75
2023-12-31 $680k 11k 63.38
2023-09-30 $631k 11k 59.39
2023-06-30 $382k 6.2k 61.98
2023-03-31 $384k 6.1k 62.70
2022-12-31 $369k 6.1k 60.67
2022-09-30 $440k 7.4k 59.32
2022-06-30 $471k 7.5k 62.96
2022-03-31 $452k 6.7k 67.76
2021-12-31 $20k 275 72.73