Ownership history in Summit Asset Management, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Summit Asset Management, LLC reported a position in VANGUARD SCOTTSDALE FDS (VCIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 382,757 | +182,666 | +91.3% | 4.54% | $32.1M | $83.12 |
| 2025 Q3 | ADDED | 200,091 | +7,831 | +4.1% | 2.59% | $16.8M | $82.18 |
| 2025 Q2 | ADDED | 192,260 | +117 | +0.1% | 2.60% | $15.9M | $80.05 |
| 2025 Q1 | ADDED | 192,143 | +8,209 | +4.5% | 2.72% | $15.7M | $78.01 |
| 2024 Q4 | INITIATED | 183,934 | — | — | 2.59% | $14.8M | $76.02 |
As of 2025 Q4 — sorted by position size