Vanguard Growth ETF shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Vanguard Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Growth ETF held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Growth ETF by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.4k | 479.61 |
| 2025-06-30 | $1.2M | 2.7k | 438.40 |
| 2025-03-31 | $1.2M | 3.2k | 370.82 |
| 2024-12-31 | $1.3M | 3.2k | 410.44 |
| 2024-09-30 | $1.4M | 3.6k | 383.93 |
| 2024-06-30 | $1.4M | 3.6k | 374.01 |
| 2024-03-31 | $966k | 2.8k | 344.20 |
| 2023-09-30 | $764k | 2.8k | 272.31 |
| 2023-06-30 | $828k | 2.9k | 282.96 |
| 2023-03-31 | $698k | 2.8k | 249.44 |
| 2022-12-31 | $596k | 2.8k | 213.11 |
| 2022-09-30 | $582k | 2.7k | 214.13 |
| 2022-06-30 | $612k | 2.7k | 223.03 |
| 2022-03-31 | $800k | 2.8k | 287.56 |
| 2021-12-31 | $1.1M | 3.3k | 320.96 |
| 2021-09-30 | $535k | 1.8k | 289.97 |
| 2021-06-30 | $529k | 1.8k | 286.72 |
| 2020-12-31 | $652k | 2.6k | 253.50 |
| 2020-09-30 | $585k | 2.6k | 227.45 |
| 2020-06-30 | $550k | 2.7k | 202.13 |
| 2020-03-31 | $266k | 1.7k | 156.75 |
| 2019-12-31 | $312k | 1.7k | 182.24 |
| 2019-09-30 | $273k | 1.6k | 166.46 |
| 2019-06-30 | $268k | 1.6k | 163.41 |
| 2019-03-31 | $257k | 1.6k | 156.71 |
| 2018-12-31 | $220k | 1.6k | 134.15 |
| 2018-09-30 | $293k | 1.8k | 161.25 |
| 2018-06-30 | $296k | 2.0k | 149.57 |
| 2018-03-31 | $281k | 2.0k | 141.99 |
| 2017-12-31 | $278k | 2.0k | 140.47 |
| 2017-09-30 | $302k | 2.3k | 132.75 |
| 2017-06-30 | $289k | 2.3k | 127.03 |
| 2016-12-31 | $254k | 2.3k | 111.65 |
| 2016-09-30 | $255k | 2.3k | 112.09 |
| 2016-06-30 | $244k | 2.3k | 107.25 |
| 2016-03-31 | $242k | 2.3k | 106.37 |
| 2015-12-31 | $242k | 2.3k | 106.37 |
| 2015-09-30 | $228k | 2.3k | 100.22 |
| 2015-06-30 | $216k | 2.0k | 107.09 |
| 2015-03-31 | $211k | 2.0k | 104.61 |
| 2014-12-31 | $211k | 2.0k | 104.61 |
More positions owned by Summit Financial Strategies
View all positions for Summit Financial Strategies