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Vanguard Scottsdale Fds cmn shares owned by Summit Financial

Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VTWV) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Vanguard Scottsdale Fds cmn

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All positions including Vanguard Scottsdale Fds cmn held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Scottsdale Fds cmn by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 14k 155.87

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding Vanguard Scottsdale Fds cmn

Pathstone Holdings
Morgan Stanley
LPL Financial
Rockefeller Capital Management
Bragg Financial Advisors
Ameriprise Financial
Commerce Bank N A
Taddei, Ludwig & Associates
Advisor Group Holdings
Congress Wealth Management LLC / DE /
Financial Advisory Corp
Savant Capital Management
Institute For Wealth Management
Amg National Trust Bank
Virtue Capital Management

View all funds holding Vanguard Scottsdale Fds cmn