Ownership history in Summit Financial, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in VANGUARD INDEX FDS SP 500 ETF SHS (VOO). 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 | 155,474 | +2,891 | +1.9% | 1.43% | $97.5M | $627.13 |
| 2025 Q3 | ADDED | 152,583 | +14,859 | +10.8% | 1.43% | $93.4M | $610.65 |
| 2025 Q2 | ADDED | 137,724 | +41,081 | +42.5% | 1.77% | $78.5M | $564.81 |
| 2025 Q1 | ADDED | 96,643 | +11,558 | +13.6% | 1.39% | $49.7M | $509.43 |
| 2024 Q4 | ADDED | 85,085 | +6,413 | +8.2% | 1.61% | $45.8M | $532.26 |
| 2024 Q3 | ADDED | 78,672 | +28,966 | +58.3% | 1.63% | $41.6M | $519.60 |
| 2024 Q2 | ADDED | 49,706 | +9,432 | +23.4% | 1.14% | $24.9M | $490.95 |
| 2024 Q1 | ADDED | 40,274 | +2,558 | +6.8% | 1.15% | $19.4M | $470.20 |
| 2023 Q4 | ADDED | 37,716 | +2,187 | +6.2% | 1.08% | $16.5M | $425.89 |
| 2023 Q3 | REDUCED | 35,529 | -9,163 | -20.5% | 1.03% | $14.0M | $381.32 |
As of 2025 Q4 — sorted by position size