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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

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Quarterly reported holdings in Vanguard Growth ETF by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
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

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Apple (AAPL)

View all positions for Summit Financial Strategies

Top funds holding Vanguard Growth ETF

Bank of America Corporation
Morgan Stanley
Financial Engines Advisors L.L.C
Envestnet Asset Management
UBS Group
LPL Financial
Tiaa Trust, National Association
Ameriprise Financial
Wells Fargo & Company
FMR
EP Wealth Advisors
Adviser Investments
Pnc Financial Services
Bank of New York Mellon
Royal Bank of Canada

View all funds holding Vanguard Growth ETF