Vanguard Financials ETF shares owned by Summit Asset Management
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in Vanguard Financials ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Financials ETF held by Summit Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard Financials ETF by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $266k | 2.0k | 131.22 |
| 2025-06-30 | $258k | 2.0k | 127.28 |
| 2025-03-31 | $242k | 2.0k | 119.45 |
| 2024-12-31 | $239k | 2.0k | 118.05 |
| 2024-09-30 | $221k | 2.0k | 109.93 |
| 2024-06-30 | $200k | 2.0k | 99.89 |
| 2024-03-31 | $205k | 2.0k | 102.40 |