Vanguard Total Stock Market ETF shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 4.7k | 283.19 |
| 2024-06-30 | $1.3M | 4.9k | 267.50 |
| 2024-03-31 | $1.2M | 4.6k | 259.89 |
| 2023-09-30 | $979k | 4.6k | 212.40 |
| 2023-06-30 | $1.0M | 4.7k | 220.26 |
| 2023-03-31 | $1.2M | 5.8k | 204.09 |
| 2022-12-31 | $906k | 4.7k | 191.17 |
| 2022-09-30 | $773k | 4.3k | 179.52 |
| 2022-06-30 | $799k | 4.2k | 188.67 |
| 2022-03-31 | $862k | 3.8k | 227.74 |
| 2021-12-31 | $1.3M | 5.4k | 241.46 |
| 2021-09-30 | $1.2M | 5.4k | 222.04 |
| 2021-06-30 | $1.2M | 5.4k | 222.78 |
| 2020-12-31 | $1.3M | 6.7k | 194.70 |
| 2020-09-30 | $1.2M | 6.9k | 170.28 |
| 2020-06-30 | $1.1M | 6.9k | 156.46 |
| 2020-03-31 | $213k | 1.7k | 128.86 |
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