VIG — VANGUARD SPECIALIZED FUNDS

Ownership history in Summit Wealth Partners, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth Partners, LLC reported a position in VANGUARD SPECIALIZED FUNDS (VIG). 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
0.28% (2024 Q2)
Avg. % of fund
0.25%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 6,252 — 0% 0.24% $1.3M $214.93
2025 Q2 UNCHANGED 6,252 — 0% 0.24% $1.3M $203.03
2025 Q1 REDUCED 6,252 -40 -0.6% 0.25% $1.2M $191.61
2024 Q4 ADDED 6,292 +2 +0.0% 0.25% $1.2M $192.50
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VIG price (monthly, adj. close)

Other funds also holding VIG

As of 2025 Q4 — sorted by position size

Hubbell Strickland Wealth Management, LLC 3Y 30.44% 360 Financial, Inc. 3Y 24.96% Frazier Financial Advisors, LLC 24.96% Ball & Co Wealth Management Inc. 17.62% KITCHING PARTNERS, LLC 15.96% Ariston Services Group 15.11% KilterHowling LLC 15.1% AMARA FINANCIAL, LLC. 14.91% FIDELIS iM, LLC 3Y 14.65% Granite FO LLC 14.44%
← Back to Summit Wealth Partners, LLC Holdings