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Disclosery

Summit Financial, LLC: VUG position timeline

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

Summit Financial, LLC held 1,813,507 VUG 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 1,813,507 shares
    Change vs previous 13F +1,529,438 shares

    1.71% of the 13F portfolio, value $156,215,493.

    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 284,069 shares
    Change vs previous 13F +40,837 shares

    1.58% of the 13F portfolio, value $124,078,295.

    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 243,232 shares
    Change vs previous 13F +10,609 shares

    1.74% of the 13F portfolio, value $118,662,941.

    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 232,623 shares
    Change vs previous 13F -5,231 shares

    1.7% of the 13F portfolio, value $111,568,118.

    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 237,854 shares
    Change vs previous 13F +7,905 shares

    2.36% of the 13F portfolio, value $104,394,909.

    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 229,949 shares
    Change vs previous 13F +11,182 shares

    2.39% of the 13F portfolio, value $85,269,822.

    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 218,767 shares
    Change vs previous 13F -5,149 shares

    3.15% of the 13F portfolio, value $89,790,568.

    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 223,916 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $85,968,205.

    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).