Ownership history in Summit X, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Summit X, LLC reported a position in VANGUARD SCOTTSDALE FDS (VONG). 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 Q3 | UNCHANGED | 326,178 | — | 0% | 6.64% | $35.6M | $120.36 |
| 2025 Q2 | ADDED | 326,178 | +145,260 | +80.3% | 6.64% | $35.6M | $108.95 |
| 2025 Q1 | REDUCED | 180,918 | -574 | -0.3% | 3.53% | $16.8M | $92.46 |
| 2024 Q4 | REDUCED | 181,492 | -27,419 | -13.1% | 4.16% | $18.7M | $102.78 |
| 2024 Q3 | REDUCED | 208,911 | -9,095 | -4.2% | 4.77% | $19.6M | $95.91 |
| 2024 Q2 | INITIATED | 218,006 | — | — | 4.60% | $20.5M | — |
As of 2025 Q4 — sorted by position size