VHT — VANGUARD WORLD FDS

Ownership history in Summit Wealth Group, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in VANGUARD WORLD FDS (VHT). 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
4.41% (2023 Q3)
Avg. % of fund
2.3%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 24,192 -307 -1.3% 1.63% $7.0M $287.85
2025 Q3 REDUCED 24,499 -624 -2.5% 1.54% $6.4M $258.10
2025 Q2 ADDED 25,123 +970 +4.0% 1.60% $6.2M $245.87
2025 Q1 ADDED 24,153 +244 +1.0% 1.87% $6.4M $261.07
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VHT price (monthly, adj. close)

Other funds also holding VHT

As of 2025 Q4 — sorted by position size

Wheelhouse Advisory Group LLC 9.19% Allied Investment Advisors, LLC 3Y 7Y 7.44% SOUTHERN CAPITAL SERVICES INC /ADV 6.79% Beacon Capital Management, Inc. 3Y 7Y 5.84% Lakeshore Financial Planning, Inc. 5.77% PGIM Custom Harvest LLC 3Y 5.27% PARAGON FINANCIAL PARTNERS, INC. 3Y 5.22% Adaptive Financial Consulting, LLC 3Y 4.75% Richmond Brothers, Inc. 3Y 4.46% DMKC Advisory Services, LLC 4.14%
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