Ownership history in Summit Financial, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Summit Financial, LLC reported a position in VANGUARD INDEX FDS GROWTH ETF (VUG). 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 | 243,232 | +10,609 | +4.6% | 1.74% | $118.7M | $487.86 |
| 2025 Q3 | REDUCED | 232,623 | -5,231 | -2.2% | 1.70% | $111.6M | $479.12 |
| 2025 Q2 | ADDED | 237,854 | +7,905 | +3.4% | 2.36% | $104.4M | $437.49 |
| 2025 Q1 | ADDED | 229,949 | +11,182 | +5.1% | 2.39% | $85.3M | $369.62 |
| 2024 Q4 | REDUCED | 218,767 | -5,149 | -2.3% | 3.15% | $89.8M | $408.58 |
| 2024 Q3 | REDUCED | 223,916 | -14,865 | -6.2% | 3.37% | $86.0M | $381.70 |
| 2024 Q2 | ADDED | 238,781 | +60,696 | +34.1% | 4.08% | $89.4M | $371.40 |
| 2024 Q1 | REDUCED | 178,085 | -6,548 | -3.5% | 3.63% | $61.3M | $341.38 |
| 2023 Q4 | REDUCED | 184,633 | -2,083 | -1.1% | 3.75% | $57.4M | $307.92 |
| 2023 Q3 | REDUCED | 186,716 | -1,260 | -0.7% | 3.75% | $50.8M | $269.20 |
As of 2025 Q4 — sorted by position size