Vanguard S&p 500 Etf idx shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $74M | 121k | 612.38 |
| 2025-06-30 | $70M | 123k | 568.03 |
| 2025-03-31 | $62M | 121k | 513.91 |
| 2024-12-31 | $65M | 121k | 538.81 |
| 2024-09-30 | $63M | 119k | 527.67 |
| 2024-06-30 | $56M | 111k | 500.13 |
| 2023-06-30 | $43M | 105k | 407.28 |
| 2023-03-31 | $106k | 39M | 0.00 |
| 2020-12-31 | $28M | 81k | 343.69 |
| 2020-09-30 | $25M | 81k | 307.64 |
| 2020-06-30 | $23M | 81k | 283.43 |
| 2020-03-31 | $18M | 77k | 236.81 |
| 2019-12-31 | $21M | 70k | 295.80 |