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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

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Quarterly reported holdings in Vanguard Growth ETF by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
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 $17M 119k 141.88
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

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

Top funds holding Vanguard Growth ETF

Bank of America Corporation
UBS Group
Tiaa Trust, National Association
Wells Fargo & Company
EP Wealth Advisors
Adviser Investments
Pnc Financial Services
Goldman Sachs Group
D.A. Davidson & Co.
Royal Bank of Canada
Bank of New York Mellon
Commonwealth Equity Services
Jpmorgan Chase & Co
Mariner Wealth Advisors
Raymond James Financial Services Advisors

View all funds holding Vanguard Growth ETF