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Vanguard Intermediate Tm Cpte Bd ETF shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Vanguard Intermediate Tm Cpte Bd ETF (VCIT) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Vanguard Intermediate Tm Cpte Bd ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Intermediate Tm Cpte Bd ETF held by Summit Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Intermediate Tm Cpte Bd ETF by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.5M 18k 79.93
2024-03-31 $1.2M 14k 80.51
2023-12-31 $1.1M 13k 81.28
2023-09-30 $530k 7.0k 75.98
2023-06-30 $461k 5.8k 79.03
2023-03-31 $470k 5.9k 80.23
2022-12-31 $663k 8.6k 77.51

More positions owned by Summit Wealth Partners

Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Brown & Brown (BRO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Min Vol (USMV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Wealth Partners

Top funds holding Vanguard Intermediate Tm Cpte Bd ETF

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Creative Planning
Prudential
Morgan Stanley
Japan Science & Technology Agency
Goldman Sachs Group
Royal Bank of Canada
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Ameriprise Financial
Charles Schwab Investment Management
Johns Hopkins University

View all funds holding Vanguard Intermediate Tm Cpte Bd ETF