VTIP — VANGUARD ST IPSI;ETF

Ownership history in Summit Financial, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in VANGUARD ST IPSI;ETF (VTIP). 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
0.06% (2024 Q1)
Avg. % of fund
0.04%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 30,442 -3,026 -9.0% 0.02% $1.5M $49.27
2025 Q2 ADDED 33,468 +10,958 +48.7% 0.04% $1.7M $48.51
2024 Q4 ADDED 22,510 +239 +1.1% 0.04% $1.1M $46.63
2024 Q3 ADDED 22,271 +1,512 +7.3% 0.04% $1.1M $46.68
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTIP price (monthly, adj. close)

Other funds also holding VTIP

As of 2025 Q4 — sorted by position size

STUDIO INVESTMENT MANAGEMENT LLC 3Y 16.46% SATOVSKY ASSET MANAGEMENT LLC 3Y 15.87% ATMOS ADVISORY, LLC 3Y 8.09% Fiduciary Planning LLC 3Y 7.54% MOLLER WEALTH PARTNERS 3Y 7Y 7.35% Baron Financial Group, LLC 3Y 6.8% Whelan Financial 3Y 6.7% Adventist Health System/ West 3Y 6.37% Nova R Wealth, Inc. 3Y 6.12% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 6.1%
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