Vanguard REIT ETF shares owned by Summit Financial
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $10M | 114k | 88.70 |
| 2025-12-31 | $3.6M | 40k | 88.49 |
| 2025-09-30 | $3.6M | 40k | 91.42 |
| 2025-06-30 | $3.4M | 38k | 89.06 |
| 2025-03-31 | $3.5M | 38k | 90.54 |
| 2024-12-31 | $1.0M | 12k | 89.08 |
| 2024-09-30 | $1.0M | 10k | 98.24 |
| 2024-06-30 | $700k | 8.3k | 84.79 |
| 2024-03-31 | $423k | 4.9k | 86.48 |
| 2020-03-31 | $392k | 5.6k | 69.85 |
| 2019-12-31 | $487k | 5.2k | 92.78 |
| 2019-06-30 | $473k | 5.4k | 88.22 |
| 2019-03-31 | $669k | 7.6k | 87.50 |
| 2018-12-31 | $511k | 6.8k | 74.57 |