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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Value ETF held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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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
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

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

Top funds holding Vanguard Value ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
International Assets Investment Management
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Tiaa Trust, National Association
Mill Creek Capital Advisors
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Adviser Investments
Raymond James Financial Services Advisors
Bank of New York Mellon

View all funds holding Vanguard Value ETF