Summit Financial, LLC’s Vanguard Index Fds Position
Does Summit Financial, LLC own Vanguard Index Fds (VUG)? Yes — 284.1K shares worth $124M (+1.58% of its 13F portfolio) as of Q1 2026, up from 243.2K shares the prior filed quarter.
Position Value
$124M
Q1 2026
Shares
284.1K
% of Portfolio
+1.58%
Quarters Held
29
currently held
Position History VUG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 284.1K | $124M | +1.58% |
| Q4 2025 | 243.2K | $119M | +1.74% |
| Q3 2025 | 232.6K | $112M | +1.70% |
| Q2 2025 | 237.9K | $104M | +2.36% |
| Q1 2025 | 229.9K | $85M | +2.39% |
| Q4 2024 | 218.8K | $90M | +3.15% |
| Q3 2024 | 223.9K | $86M | +3.37% |
| Q2 2024 | 238.8K | $89M | +4.08% |
| Q1 2024 | 178.1K | $61M | +3.63% |
| Q4 2023 | 184.6K | $57M | +3.75% |
| Q3 2023 | 186.7K | $51M | +3.75% |
| Q2 2023 | 188.0K | $53M | +3.88% |
| Q1 2023 | 206.1K | $51M | +4.49% |
| Q4 2022 | 203.6K | $43M | +4.08% |
| Q3 2022 | 200.4K | $42.9B | +4.06% |
| Q2 2022 | 196.8K | $43.9B | +4.11% |
| Q1 2022 | 192.4K | $55.3B | +4.32% |
| Q4 2021 | 189.4K | $60.8B | +4.63% |
| Q3 2021 | 189.8K | $55.1B | +4.72% |
| Q2 2021 | 183.8K | $52.7B | +5.22% |
| Q1 2021 | 182.5K | $46.9B | +6.19% |
| Q4 2020 | 182.5K | $46.2B | +6.50% |
| Q3 2020 | 178.7K | $40.7B | +6.73% |
| Q2 2020 | 179.6K | $36.3B | +6.43% |
| Q1 2020 | 3.9K | $614M | +0.13% |
| Q4 2019 | 2.8K | $513M | +0.09% |
| Q2 2019 | 2.5K | $404M | +0.07% |
| Q1 2019 | 2.6K | $409M | +0.07% |
| Q4 2018 | 2.6K | $350M | +0.07% |
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 VUG.