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Summit Wealth Group Llc / Co »

Vanguard Large-Cap ETF shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap ETF held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Large-Cap ETF by Summit Wealth Group Llc / Co

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$1.4M	4.6k	314.80
2025-06-30	$1.3M	4.6k	286.15

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)

Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)

Sei Exchange Traded Funds Select Intl Equi (SEIE)

Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)

Sei Exchange Traded Funds Select Small Cap (SEIS)

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

Sei Exchange Traded Funds Select Emerging (SEEM)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Dimensional Etf Trust Us High Profitab (DUHP)

NVIDIA Corporation (NVDA)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

Vanguard Index Fds Growth Etf (VUG)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

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