Vanguard S&p 500 Etf idx shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.9M | 15k | 612.38 |
| 2025-06-30 | $8.1M | 14k | 568.02 |
| 2025-03-31 | $6.6M | 13k | 513.90 |
| 2024-12-31 | $6.4M | 12k | 538.80 |
| 2024-09-30 | $6.4M | 12k | 527.65 |
| 2024-06-30 | $5.9M | 12k | 500.11 |
| 2024-03-31 | $5.6M | 12k | 480.68 |
| 2023-09-30 | $4.0M | 10k | 392.69 |
| 2023-06-30 | $4.0M | 9.8k | 407.28 |
| 2023-03-31 | $3.7M | 9.8k | 376.07 |
| 2022-12-31 | $3.0M | 8.6k | 351.34 |
| 2022-09-30 | $2.4M | 7.4k | 328.36 |
| 2022-06-30 | $2.6M | 7.6k | 346.89 |
| 2022-03-31 | $3.6M | 8.7k | 415.14 |
| 2021-12-31 | $2.8M | 6.5k | 436.59 |
| 2021-09-30 | $2.5M | 6.4k | 394.40 |
| 2021-06-30 | $2.4M | 6.2k | 393.53 |
| 2020-12-31 | $2.0M | 5.8k | 343.74 |
| 2020-09-30 | $1.7M | 5.6k | 307.72 |
| 2020-06-30 | $1.7M | 5.8k | 283.46 |
| 2020-03-31 | $765k | 3.2k | 236.70 |
| 2019-12-31 | $586k | 2.0k | 295.66 |
| 2019-09-30 | $351k | 1.3k | 272.94 |
More positions owned by Summit Financial Strategies
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