Vanguard World shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Vanguard World
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Quarterly reported holdings in Vanguard World by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $360k | 5.6k | 64.20 |
| 2025-06-30 | $355k | 5.6k | 63.37 |
| 2025-03-31 | $352k | 5.6k | 62.83 |
| 2024-12-31 | $347k | 5.6k | 61.94 |
| 2023-03-31 | $3.0k | 207k | 0.01 |