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Vanguard Sht Term Govt Bond ETF shares owned by Summit Wealth Partners

Quarter-by-quarter ownership of Vanguard Sht Term Govt Bond ETF (VGSH) shares owned by Summit Wealth Partners from 13F filings

Historical chart of Summit Wealth Partners investment in Vanguard Sht Term Govt Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Sht Term Govt Bond 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 Sht Term Govt Bond ETF by Summit Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 34k 57.99
2024-03-31 $1.9M 33k 58.07
2023-12-31 $1.7M 30k 58.33
2023-09-30 $1.4M 25k 57.60
2023-06-30 $854k 15k 57.73
2023-03-31 $766k 13k 58.54
2022-12-31 $209k 3.6k 57.82

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 Sht Term Govt Bond ETF

Morgan Stanley
Jpmorgan Chase & Co
Goldman Sachs Group
Orgel Wealth Management
Envestnet Asset Management
Bank of America Corporation
Wells Fargo & Company
Partners Capital Investment Group
Northern Trust
State Street Corporation
SCS Capital Management
M^T Bank Corporation
Municipal Employees' Retirement System of Michigan
Wealth Enhancement Advisory Services
UBS Group

View all funds holding Vanguard Sht Term Govt Bond ETF