Vanguard S&p 500 Etf idx shares owned by Summit Investment Advisory Services
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Summit Investment Advisory Services
from 13F filings
Historical chart of Summit Investment Advisory Services 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 Investment Advisory Services 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 Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $518k | 912 | 567.99 |
| 2025-06-30 | $518k | 912 | 567.99 |
| 2025-03-31 | $481k | 935 | 513.88 |
| 2024-12-31 | $502k | 932 | 538.84 |
| 2024-09-30 | $489k | 927 | 527.69 |
| 2024-06-30 | $434k | 868 | 500.19 |
| 2024-03-31 | $431k | 897 | 480.80 |
| 2023-12-31 | $436k | 999 | 436.64 |
| 2023-09-30 | $390k | 992 | 392.84 |
| 2023-06-30 | $403k | 989 | 407.40 |
| 2023-03-31 | $398k | 1.1k | 376.18 |
| 2022-12-31 | $370k | 1.1k | 351.38 |
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