Vanguard Value ETF shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 8.4k | 186.49 |
| 2025-06-30 | $1.5M | 8.4k | 176.74 |
| 2025-03-31 | $1.4M | 8.2k | 172.74 |
| 2024-12-31 | $1.2M | 7.2k | 169.30 |
| 2024-09-30 | $1.3M | 7.2k | 174.57 |
| 2024-06-30 | $1.1M | 6.9k | 160.41 |
| 2024-03-31 | $729k | 4.5k | 162.86 |
| 2023-09-30 | $687k | 5.0k | 137.93 |
| 2023-06-30 | $739k | 5.2k | 142.10 |
| 2023-03-31 | $665k | 4.8k | 138.11 |
| 2022-12-31 | $667k | 4.8k | 140.37 |
| 2022-09-30 | $593k | 4.8k | 123.54 |
| 2022-06-30 | $630k | 4.8k | 131.88 |
| 2022-03-31 | $656k | 4.4k | 147.88 |
| 2021-12-31 | $683k | 4.6k | 147.17 |
| 2021-09-30 | $454k | 3.4k | 135.36 |
| 2021-06-30 | $461k | 3.4k | 137.45 |
| 2020-12-31 | $278k | 2.3k | 119.01 |
| 2020-09-30 | $244k | 2.3k | 104.45 |
| 2020-06-30 | $233k | 2.3k | 99.74 |
| 2020-03-31 | $216k | 2.4k | 89.11 |
| 2019-09-30 | $261k | 2.3k | 111.73 |
| 2019-06-30 | $259k | 2.3k | 110.87 |
| 2019-03-31 | $251k | 2.3k | 107.45 |
| 2018-12-31 | $229k | 2.3k | 98.03 |
| 2018-09-30 | $259k | 2.3k | 110.87 |
| 2018-06-30 | $243k | 2.3k | 104.02 |
| 2018-03-31 | $241k | 2.3k | 103.17 |
| 2017-12-31 | $248k | 2.3k | 106.16 |
| 2017-09-30 | $233k | 2.3k | 99.74 |
| 2017-06-30 | $226k | 2.3k | 96.75 |
| 2016-12-31 | $227k | 2.4k | 93.07 |
| 2016-09-30 | $212k | 2.4k | 86.92 |
| 2016-06-30 | $207k | 2.4k | 84.87 |
| 2016-03-31 | $201k | 2.4k | 82.41 |
| 2015-12-31 | $268k | 3.3k | 81.41 |
| 2015-09-30 | $253k | 3.3k | 76.85 |
| 2015-06-30 | $248k | 3.0k | 83.25 |
| 2015-03-31 | $249k | 3.0k | 83.59 |
| 2014-12-31 | $252k | 3.0k | 84.59 |
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