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Vanguard Health Care ETF shares owned by Summit Wealth Group

Quarter-by-quarter ownership of Vanguard Health Care ETF (VHT) shares owned by Summit Wealth Group from 13F filings

Historical chart of Summit Wealth Group investment in Vanguard Health Care ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Health Care ETF held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Health Care ETF by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.6M 22k 250.72
2023-09-30 $4.9M 21k 235.10
2023-06-30 $5.0M 21k 244.84
2023-03-31 $17k 4.1M 0.00

More positions owned by Summit Wealth Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Msci Usa Value (VLUE)
Apple (AAPL)
Ishares Tr Blackrock Ultra (ICSH)
Vanguard World Fds Health Car Etf (VHT)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Intl Aggr (IAGG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Esg Awre Usd Etf (SUSC)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Summit Wealth Group

Top funds holding Vanguard Health Care ETF

Bank of America Corporation
UBS Group
Wells Fargo & Company
Harel Insurance Investments & Financial Services
Everett Harris & Co
Beacon Capital Management
Royal Bank of Canada
Jpmorgan Chase & Co
Commonwealth Equity Services
Raymond James Financial Services Advisors
Janney Montgomery Scott
Advisor Group Holdings
Pnc Financial Services
Armstrong Advisory Group
Stifel Financial

View all funds holding Vanguard Health Care ETF