Vanguard S&p 500 Etf idx shares owned by Summit Asset Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Summit Asset Management
from 13F filings
Historical chart of Summit Asset Management investment in Vanguard S&p 500 Etf idx
Tip: Access up to 7 years of quarterly data
All positions including Vanguard S&p 500 Etf idx held by Summit Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vanguard S&p 500 Etf idx by Summit Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.7k | 612.38 |
| 2025-06-30 | $956k | 1.7k | 568.03 |
| 2025-03-31 | $865k | 1.7k | 513.91 |
| 2024-12-31 | $907k | 1.7k | 538.81 |
| 2024-09-30 | $767k | 1.5k | 527.67 |
| 2024-06-30 | $727k | 1.5k | 500.13 |
| 2024-03-31 | $699k | 1.5k | 480.70 |
| 2023-12-31 | $617k | 1.4k | 436.80 |
| 2023-09-30 | $1.1M | 2.7k | 392.70 |
| 2023-06-30 | $1.1M | 2.7k | 407.28 |