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Disclosery

Summit Financial, LLC: VTI position timeline

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

Summit Financial, LLC held 1,752,517 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,752,517 shares
    Change vs previous 13F +20,800 shares

    7.11% of the 13F portfolio, value $648,501,241.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 1,731,717 shares
    Change vs previous 13F +70,480 shares

    7.08% of the 13F portfolio, value $555,552,014.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 1,661,237 shares
    Change vs previous 13F +18,370 shares

    8.18% of the 13F portfolio, value $556,963,034.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 1,642,867 shares
    Change vs previous 13F -5,576 shares

    8.23% of the 13F portfolio, value $539,139,553.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 1,648,443 shares
    Change vs previous 13F +130,542 shares

    11.36% of the 13F portfolio, value $502,516,604.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 1,517,901 shares
    Change vs previous 13F +34,751 shares

    11.69% of the 13F portfolio, value $417,179,802.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 1,483,150 shares
    Change vs previous 13F +30,994 shares

    15.07% of the 13F portfolio, value $429,831,575.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,452,156 shares
    Change vs previous 13F not available

    16.16% of the 13F portfolio, value $412,454,174.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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