Vanguard FTSE All Wld Ex USSml Cap shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Vanguard FTSE All Wld Ex USSml Cap
Tip: Access up to 7 years of quarterly data
All positions including Vanguard FTSE All Wld Ex USSml Cap held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Summit Financial Strategies
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $853k | 6.8k | 125.96 |
2024-06-30 | $804k | 6.8k | 117.49 |
2024-03-31 | $692k | 5.9k | 116.84 |
2023-09-30 | $378k | 3.6k | 106.20 |
2023-06-30 | $302k | 2.7k | 110.48 |
2023-03-31 | $261k | 2.4k | 109.24 |
2022-03-31 | $213k | 1.7k | 123.69 |
2021-12-31 | $229k | 1.7k | 134.15 |
2021-09-30 | $221k | 1.7k | 133.53 |
2021-06-30 | $276k | 2.0k | 136.30 |
2020-12-31 | $231k | 1.9k | 121.90 |
2020-09-30 | $202k | 1.9k | 105.26 |
More positions owned by Summit Financial Strategies
View all positions for Summit Financial Strategies
Top funds holding Vanguard FTSE All Wld Ex USSml Cap
View all funds holding Vanguard FTSE All Wld Ex USSml Cap