Vanguard Growth ETF shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 12k | 479.60 |
| 2025-06-30 | $4.6M | 11k | 438.40 |
| 2025-03-31 | $2.8M | 7.6k | 370.84 |
| 2024-12-31 | $2.0M | 5.0k | 410.43 |
| 2024-09-30 | $1.9M | 5.0k | 383.97 |
| 2024-06-30 | $1.6M | 4.3k | 373.97 |
| 2024-03-31 | $781k | 2.3k | 344.13 |
| 2023-12-31 | $729k | 2.3k | 310.88 |
| 2023-09-30 | $569k | 2.1k | 272.31 |
| 2023-06-30 | $623k | 2.2k | 282.96 |
| 2023-03-31 | $623k | 2.5k | 249.44 |
| 2022-12-31 | $749k | 3.5k | 213.13 |
| 2022-09-30 | $208k | 974 | 213.95 |
| 2022-06-30 | $216k | 969 | 222.89 |
| 2022-03-31 | $525k | 1.8k | 287.60 |
| 2021-12-31 | $286k | 892 | 320.90 |
| 2021-06-30 | $221k | 772 | 286.81 |