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Vanguard FTSE All Wld Ex USSml Cap shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $543k 3.8k 143.33
2025-06-30 $566k 4.2k 134.39

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 FTSE All Wld Ex USSml Cap

Empower Advisory Group
Mason Investment Advisory Services
Natixis Asset Management Advisors
Bessemer
State of New Jersey Common Pension Fund D
Goodman & Company, Investment Counsel
Charles Schwab Investment Management
Jones Financial Companies, L.L
Assetmark
Creative Planning
Wit
Northwestern Mutual Wealth Management Company
UBS Group
LPL Financial
Clark Capital Management Group

View all funds holding Vanguard FTSE All Wld Ex USSml Cap