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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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 |
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