Vanguard Mid-Cap Growth ETF shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Vanguard Mid-Cap Growth ETF
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Quarterly reported holdings in Vanguard Mid-Cap Growth ETF by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $207k | 705 | 293.79 |
| 2025-06-30 | $203k | 712 | 284.39 |
| 2025-03-31 | $209k | 856 | 244.64 |
| 2024-12-31 | $236k | 928 | 253.75 |
| 2024-09-30 | $226k | 928 | 243.47 |
| 2024-06-30 | $212k | 924 | 229.56 |
| 2024-03-31 | $218k | 924 | 235.79 |
| 2022-03-31 | $204k | 915 | 222.95 |
| 2021-12-31 | $233k | 915 | 254.64 |
| 2021-09-30 | $216k | 915 | 236.07 |
| 2021-06-30 | $216k | 915 | 236.07 |
| 2020-12-31 | $481k | 2.3k | 212.08 |
| 2020-09-30 | $409k | 2.3k | 180.34 |
| 2020-06-30 | $374k | 2.3k | 164.90 |
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