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Vanguard Admiral Fds Inc cmn shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc cmn (VIOV) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Vanguard Admiral Fds Inc cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Admiral Fds Inc cmn held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Admiral Fds Inc cmn by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 24k 97.76
2025-06-30 $2.0M 23k 85.57

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Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
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Sei Exchange Traded Funds Select Small Cap (SEIS)
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View all positions for Summit Wealth Group Llc / Co

Top funds holding Vanguard Admiral Fds Inc cmn

Aspiriant
N.E.W. Advisory Services
UBS Group
Savant Capital Management
Concurrent Investment Advisors
Gallagher Fiduciary Advisors
Atria Investments
Cannon Financial Strategists
Capital Advisors
One Day In July
LPL Financial
Wellington Management Company
Asset Planning Corporation
Integrated Investment Consultants
Sym Financial Corporation

View all funds holding Vanguard Admiral Fds Inc cmn