Vanguard Growth ETF shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Vanguard Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Growth 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 Growth ETF by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $38M | 101k | 374.01 |
| 2024-03-31 | $35M | 102k | 344.20 |
| 2023-12-31 | $37M | 120k | 310.88 |
| 2023-09-30 | $36M | 125k | 284.11 |
| 2023-06-30 | $36M | 128k | 282.96 |
| 2023-03-31 | $31M | 123k | 249.44 |
| 2022-12-31 | $27M | 128k | 213.11 |
| 2022-09-30 | $29M | 131k | 219.41 |
| 2022-06-30 | $33M | 137k | 238.54 |
| 2022-03-31 | $42M | 147k | 287.60 |
| 2021-12-31 | $45M | 142k | 319.19 |
| 2021-09-30 | $41M | 140k | 290.17 |
| 2021-06-30 | $41M | 141k | 286.81 |
| 2021-03-31 | $36M | 143k | 253.34 |
| 2020-12-31 | $33M | 143k | 227.61 |
| 2020-09-30 | $31M | 142k | 221.54 |
| 2020-06-30 | $38M | 179k | 210.71 |
| 2020-03-31 | $28M | 175k | 161.54 |
| 2019-12-31 | $25M | 131k | 187.52 |
| 2019-09-30 | $22M | 130k | 167.38 |
| 2019-06-30 | $21M | 130k | 163.39 |
| 2019-03-31 | $19M | 119k | 159.25 |
| 2018-12-31 | $16M | 118k | 134.33 |
| 2018-09-30 | $18M | 118k | 149.69 |
| 2018-06-30 | $17M | 119k | 141.88 |
| 2018-03-31 | $6.1M | 43k | 141.89 |
| 2017-12-31 | $17M | 118k | 140.65 |
| 2017-09-30 | $15M | 116k | 132.75 |
| 2017-06-30 | $14M | 106k | 127.04 |
| 2017-03-31 | $9.7M | 79k | 121.66 |
| 2016-12-31 | $7.8M | 70k | 111.49 |
| 2016-09-30 | $7.9M | 70k | 112.29 |
| 2016-06-30 | $3.2M | 30k | 107.19 |
| 2015-09-30 | $203k | 2.0k | 100.25 |
| 2015-06-30 | $216k | 2.0k | 106.67 |
| 2015-03-31 | $214k | 2.0k | 108.35 |
| 2014-12-31 | $206k | 2.0k | 104.30 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors