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.
| 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 |
| 2024 Q4 | ADDED | 23,909 | +791 | +3.4% | 1.76% | $6.1M | $249.31 |
| 2024 Q3 | REDUCED | 23,118 | -565 | -2.4% | 1.88% | $6.5M | $276.34 |
| 2024 Q2 | ADDED | 23,683 | +661 | +2.9% | 1.89% | $6.3M | $259.40 |
| 2024 Q1 | ADDED | 23,022 | +690 | +3.1% | 4.24% | $6.2M | $262.86 |
| 2023 Q4 | ADDED | 22,332 | +1,303 | +6.2% | 4.38% | $5.6M | $242.85 |
| 2023 Q3 | ADDED | 21,029 | +505 | +2.5% | 4.41% | $4.9M | $226.91 |
As of 2025 Q4 — sorted by position size