Vanguard S&p 500 Etf idx shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail 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 Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $392M | 816k | 480.70 |
| 2023-12-31 | $322M | 738k | 436.80 |
| 2023-09-30 | $267M | 678k | 394.18 |
| 2023-06-30 | $264M | 645k | 408.86 |
| 2023-03-31 | $239M | 635k | 376.07 |
| 2022-12-31 | $231M | 657k | 351.34 |
| 2022-09-30 | $197M | 597k | 329.77 |
| 2022-06-30 | $209M | 600k | 348.29 |
| 2022-03-31 | $235M | 565k | 415.17 |
| 2021-12-31 | $235M | 539k | 436.57 |
| 2021-09-30 | $217M | 547k | 395.69 |
| 2021-06-30 | $211M | 535k | 394.85 |
| 2021-03-31 | $198M | 543k | 364.30 |
| 2020-12-31 | $182M | 530k | 343.69 |
| 2020-06-30 | $143M | 504k | 284.86 |
| 2020-03-31 | $115M | 486k | 236.82 |
| 2019-09-30 | $79M | 289k | 273.90 |
| 2019-06-30 | $76M | 281k | 270.54 |
| 2019-03-31 | $81M | 312k | 259.54 |
| 2018-03-31 | $47M | 47M | 1.00 |
| 2017-12-31 | $64M | 249k | 257.55 |