Ownership history in Summit Wealth Group, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in VANGUARD INDEX FDS (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 | 121,058 | +62 | +0.1% | 17.73% | $75.9M | $627.13 |
| 2025 Q3 | REDUCED | 120,996 | -1,747 | -1.4% | 17.92% | $74.1M | $610.65 |
| 2025 Q2 | ADDED | 122,743 | +1,939 | +1.6% | 17.90% | $69.7M | $564.81 |
| 2025 Q1 | ADDED | 120,804 | +246 | +0.2% | 18.15% | $62.1M | $509.43 |
| 2024 Q4 | ADDED | 120,558 | +1,382 | +1.2% | 18.82% | $65.0M | $532.26 |
| 2024 Q3 | ADDED | 119,176 | +7,870 | +7.1% | 18.14% | $62.9M | $519.60 |
| 2024 Q2 | ADDED | 111,306 | +6,637 | +6.3% | 16.70% | $55.7M | $490.95 |
| 2023 Q2 | REDUCED | 104,669 | -39,267,594 | -99.7% | 17.26% | $42.6M | $393.97 |
| 2023 Q1 | ADDED | 39,372,263 | +39,291,566 | +48690.2% | 2.51% | $105K | $362.36 |
| 2020 Q4 | ADDED | 80,697 | +117 | +0.1% | 17.40% | $27.7M | $319.91 |
As of 2025 Q4 — sorted by position size