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Summit Financial Strategies, Inc.: VUG position timeline

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

Summit Financial Strategies, Inc. held 14,156 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,156 shares
    Change vs previous 13F -141 shares

    0.09% of the 13F portfolio, value $1,275,597.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,297 shares
    Change vs previous 13F +11,923 shares

    0.09% of the 13F portfolio, value $1,231,544.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,374 shares
    Change vs previous 13F -173 shares

    0.08% of the 13F portfolio, value $1,036,939.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,547 shares
    Change vs previous 13F +171 shares

    0.1% of the 13F portfolio, value $1,242,579.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,376 shares
    Change vs previous 13F -368 shares

    0.1% of the 13F portfolio, value $1,139,553.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,744 shares
    Change vs previous 13F -477 shares

    0.11% of the 13F portfolio, value $1,202,972.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,221 shares
    Change vs previous 13F -1 shares

    0.12% of the 13F portfolio, value $1,194,413.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,222 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,322,430.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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