Summit Financial, LLC’s Vanguard Index Fds Position
Does Summit Financial, LLC own Vanguard Index Fds (VTV)? Yes — 552.9K shares worth $108M (+1.38% of its 13F portfolio) as of Q1 2026, up from 481.8K shares the prior filed quarter.
Position Value
$108M
Q1 2026
Shares
552.9K
% of Portfolio
+1.38%
Quarters Held
30
currently held
Position History VTV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 552.9K | $108M | +1.38% |
| Q4 2025 | 481.8K | $92M | +1.35% |
| Q3 2025 | 471.9K | $88M | +1.34% |
| Q2 2025 | 425.3K | $76M | +1.71% |
| Q1 2025 | 437.2K | $76M | +2.12% |
| Q4 2024 | 419.4K | $71M | +2.49% |
| Q3 2024 | 391.2K | $68M | +2.68% |
| Q2 2024 | 389.6K | $63M | +2.87% |
| Q1 2024 | 263.8K | $43M | +2.54% |
| Q4 2023 | 267.8K | $40M | +2.62% |
| Q3 2023 | 267.4K | $37M | +2.72% |
| Q2 2023 | 268.3K | $38M | +2.78% |
| Q1 2023 | 276.4K | $38M | +3.33% |
| Q4 2022 | 274.9K | $39M | +3.63% |
| Q3 2022 | 278.3K | $34.4B | +3.26% |
| Q2 2022 | 269.0K | $35.5B | +3.32% |
| Q1 2022 | 288.4K | $42.6B | +3.32% |
| Q4 2021 | 290.7K | $42.8B | +3.26% |
| Q3 2021 | 287.9K | $39.0B | +3.34% |
| Q2 2021 | 282.4K | $38.8B | +3.84% |
| Q1 2021 | 281.5K | $37.0B | +4.88% |
| Q4 2020 | 282.4K | $33.6B | +4.72% |
| Q3 2020 | 277.4K | $29.0B | +4.79% |
| Q2 2020 | 277.0K | $27.6B | +4.88% |
| Q1 2020 | 263.8K | $23.5B | +5.16% |
| Q4 2019 | 263.5K | $31.6B | +5.36% |
| Q3 2019 | 279.0K | $31.2B | +5.28% |
| Q2 2019 | 271.2K | $30.3B | +5.11% |
| Q1 2019 | 268.2K | $29.1B | +4.99% |
| Q4 2018 | 271.3K | $26.6B | +5.16% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial, LLC’s full portfolio or all institutional holders of VTV.