Vanguard Total Stock Market ETF shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Vanguard Total Stock Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Total Stock Market ETF held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Total Stock Market ETF by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.5M | 32k | 237.22 |
| 2023-09-30 | $7.3M | 34k | 216.14 |
| 2023-06-30 | $7.7M | 35k | 220.28 |
| 2023-03-31 | $6.5M | 32k | 204.10 |
| 2022-12-31 | $6.7M | 35k | 191.19 |
| 2022-09-30 | $6.6M | 35k | 190.85 |
| 2022-06-30 | $7.8M | 39k | 198.16 |
| 2022-03-31 | $9.2M | 40k | 227.67 |
| 2021-12-31 | $7.7M | 32k | 242.49 |
| 2021-09-30 | $8.5M | 38k | 222.07 |
| 2021-06-30 | $8.5M | 38k | 222.82 |
| 2021-03-31 | $7.8M | 40k | 194.65 |
| 2020-12-31 | $6.8M | 40k | 170.30 |
| 2020-09-30 | $6.9M | 41k | 168.73 |
| 2020-06-30 | $6.5M | 41k | 160.23 |
| 2020-03-31 | $5.5M | 42k | 132.01 |
| 2019-12-31 | $6.9M | 42k | 164.58 |
| 2019-09-30 | $7.9M | 52k | 150.62 |
| 2019-06-30 | $8.4M | 56k | 150.09 |
| 2019-03-31 | $8.5M | 58k | 146.72 |
| 2018-12-31 | $5.0M | 40k | 127.62 |
| 2018-09-30 | $5.9M | 42k | 140.73 |
| 2018-06-30 | $5.5M | 41k | 135.72 |
| 2018-03-31 | $5.5M | 41k | 135.72 |
| 2017-12-31 | $1.6M | 12k | 137.22 |
| 2017-09-30 | $1.6M | 12k | 129.56 |
| 2017-06-30 | $1.9M | 15k | 124.48 |
| 2017-03-31 | $3.6M | 30k | 121.30 |
| 2016-12-31 | $3.4M | 30k | 115.30 |
| 2016-09-30 | $3.3M | 30k | 111.31 |
| 2016-06-30 | $6.6M | 62k | 107.17 |
| 2016-03-31 | $9.6M | 90k | 106.58 |
| 2015-12-31 | $9.2M | 86k | 106.32 |
| 2015-09-30 | $7.1M | 72k | 98.71 |
| 2015-06-30 | $5.2M | 49k | 107.01 |
| 2015-03-31 | $5.2M | 47k | 108.73 |
| 2014-12-31 | $5.6M | 53k | 106.01 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors
Top funds holding Vanguard Total Stock Market ETF
View all funds holding Vanguard Total Stock Market ETF