Vanguard S&p 500 Etf idx shares owned by Summit Financial
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial 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 Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard S&p 500 Etf idx by Summit Financial
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $42M | 79k | 529.31 |
2024-06-30 | $25M | 50k | 501.91 |
2024-03-31 | $19M | 40k | 480.69 |
2023-12-31 | $17M | 38k | 436.80 |
2023-09-30 | $14M | 36k | 394.20 |
2023-06-30 | $18M | 45k | 408.86 |
2023-03-31 | $17M | 46k | 376.07 |
2022-12-31 | $17M | 48k | 351.34 |
2022-09-30 | $32M | 98k | 329.77 |
2022-06-30 | $35M | 100k | 348.31 |
2022-03-31 | $41M | 99k | 415.17 |
2021-12-31 | $47M | 107k | 436.57 |
2021-09-30 | $41M | 102k | 395.71 |
2021-06-30 | $30M | 75k | 394.85 |
2021-03-31 | $3.2M | 8.8k | 364.31 |
2020-12-31 | $2.3M | 6.7k | 343.71 |