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Disclosery

Summit Asset Management, LLC: VCIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Asset Management, LLC on VCIT, newest first. How the timeline and the estimate are built.

Summit Asset Management, LLC held 416,901 VCIT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 416,901 shares
    Change vs previous 13F +23,814 shares

    4.42% of the 13F portfolio, value $34,456,908.

    13F-HR 0001398344-26-013632 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 393,087 shares
    Change vs previous 13F +10,330 shares

    4.53% of the 13F portfolio, value $32,527,967.

    13F-HR 0001398344-26-008718 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 382,757 shares
    Change vs previous 13F +182,666 shares

    4.54% of the 13F portfolio, value $32,055,858.

    13F-HR 0001398344-26-002477 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 200,091 shares
    Change vs previous 13F +7,831 shares

    2.59% of the 13F portfolio, value $16,829,675.

    13F-HR 0001398344-25-020413 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 192,260 shares
    Change vs previous 13F +117 shares

    2.6% of the 13F portfolio, value $15,942,160.

    13F-HR 0001398344-25-014658 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 192,143 shares
    Change vs previous 13F +8,209 shares

    2.72% of the 13F portfolio, value $15,709,612.

    13F-HR 0001398344-25-008723 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 183,934 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $14,764,382.

    13F-HR 0001398344-25-001793 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).