Summit Financial »

Vanguard Us Value Factor shares owned by Summit Financial

Quarter-by-quarter ownership of Vanguard Us Value Factor (VFVA) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Vanguard Us Value Factor

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Us Value Factor held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Us Value Factor by Summit Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 1.4k 148.43

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Summit Financial

Top funds holding Vanguard Us Value Factor

Vantagepoint Investment Advisers
Armbruster Capital Management
Equitable Holdings
Anderson Hoagland & Co
Burrus Financial Services
Menora Mivtachim Holdings
Bank of America Corporation
Adviser Investments
LPL Financial
Sterling Manor Financial
Umb Bank N A
Capital Advisors Wealth Management
Raymond James Financial
EP Wealth Advisors
Lebenthal Global Advisors

View all funds holding Vanguard Us Value Factor