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Vanguard S&p 500 Etf idx shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors 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 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $214k 427 500.26
2024-03-31 $213k 442 480.82
2021-09-30 $202k 511 395.30
2021-06-30 $201k 511 393.35

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Raytheon Technologies Corp (RTX)
Qualcomm (QCOM)
3M Company (MMM)
Cummins (CMI)
Genuine Parts Company (GPC)

View all positions for Summit Financial Wealth Advisors

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Raymond James & Associates
Morgan Stanley
Envestnet Asset Management
Goldman Sachs Group
Jones Financial Companies, L.L
Acorns Advisers
International Assets Investment Management
Wells Fargo & Company
LPL Financial
Mercer Global Advisors
HPM Partners
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx