Ownership history in Summit Wealth Group, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Summit Wealth Group, LLC reported a position in VANGUARD INDEX FDS (VXF). 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 | 78,495 | +29 | +0.0% | 3.83% | $16.4M | $209.12 |
| 2025 Q3 | ADDED | 78,466 | +806 | +1.0% | 3.97% | $16.4M | $208.69 |
| 2025 Q2 | ADDED | 77,660 | +8,830 | +12.8% | 3.84% | $15.0M | $191.59 |
| 2025 Q1 | ADDED | 68,830 | +2,655 | +4.0% | 3.47% | $11.9M | $170.78 |
| 2024 Q4 | ADDED | 66,175 | +968 | +1.5% | 3.64% | $12.6M | $187.71 |
| 2024 Q3 | ADDED | 65,207 | +16,878 | +34.9% | 3.42% | $11.9M | $179.28 |
| 2024 Q2 | ADDED | 48,329 | +4,836 | +11.1% | 2.45% | $8.2M | $165.83 |
| 2023 Q2 | REDUCED | 43,493 | -5,642,307 | -99.2% | 2.62% | $6.5M | $144.28 |
| 2023 Q1 | ADDED | 5,685,800 | +5,683,043 | +206131.4% | 0.98% | $41K | $135.45 |
| 2021 Q3 | REDUCED | 2,757 | -34,617 | -92.6% | 0.80% | $503K | $172.93 |
As of 2025 Q4 — sorted by position size