CFA — VictoryII:VShs US500 VW

Ownership history in Summit Financial, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in VictoryII:VShs US500 VW (CFA). 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.

Peak position
0.2% (2025 Q1)
Avg. % of fund
0.14%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 76,159 -2,665 -3.4% 0.10% $6.9M $90.78
2025 Q3 REDUCED 78,824 -7,394 -8.6% 0.11% $7.2M $90.37
2025 Q2 ADDED 86,218 +3,046 +3.7% 0.17% $7.6M $87.07
2025 Q1 INITIATED 83,172 — — 0.20% $7.0M $83.30
% of Fund (quarterly)    CFA price (monthly, adj. close)

Other funds also holding CFA

As of 2025 Q4 — sorted by position size

SILVER OAK SECURITIES, INCORPORATED 3Y 0.7% Smith Thornton Advisors LLC 0.46% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.25% MPWM ADVISORY SOLUTIONS, LLC 0.17% TBH Global Asset Management, LLC 3Y 0.16% Larson Financial Group LLC 3Y 7Y 0.14% Keystone Financial Group 3Y 7Y 0.14% Rossmore Private Capital 3Y 7Y 0.14% LEVEL FOUR ADVISORY SERVICES, LLC 3Y 7Y 0.1% Claro Advisors Inc. 3Y 7Y 0.07%
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