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Vanguard S&p 500 Etf idx shares owned by Summit Wealth Group Llc / Co

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

Historical chart of Summit Wealth Group Llc / Co investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 1.9k 627.13
2025-06-30 $1.1M 1.9k 569.77

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
CalPERS
Raymond James Financial
Jpmorgan Chase & Co
Jones Financial Companies, L.L
Goldman Sachs Group
Capula Management
Acorns Advisers
Natixis
Rockefeller Capital Management
LPL Financial
Teacher Retirement System Of Texas
Envestnet Asset Management
Wells Fargo & Company
Mercer Global Advisors

View all funds holding Vanguard S&p 500 Etf idx