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
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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 |
|---|---|---|---|
| 2025-12-31 | $3.4M | 5.5k | 627.10 |
| 2025-09-30 | $3.6M | 5.8k | 614.54 |
| 2025-03-31 | $246k | 478 | 514.03 |
| 2024-12-31 | $301k | 547 | 549.81 |
| 2024-09-30 | $224k | 424 | 527.81 |
| 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
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