Vanguard Mid-Cap ETF shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Vanguard Mid-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap ETF held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Mid-Cap ETF by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 5.9k | 263.83 |
| 2024-06-30 | $1.4M | 5.7k | 242.10 |
| 2024-03-31 | $1.2M | 4.8k | 249.86 |
| 2023-09-30 | $793k | 3.8k | 208.24 |
| 2023-06-30 | $724k | 3.3k | 220.16 |
| 2023-03-31 | $525k | 2.5k | 210.92 |
| 2022-12-31 | $201k | 984 | 203.81 |
More positions owned by Summit Financial Strategies
View all positions for Summit Financial Strategies