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Summit Trail Advisors, LLC: VGIT position timeline

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

Summit Trail Advisors, LLC held 785,893 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 785,893 shares
    Change vs previous 13F -18,548 shares

    0.58% of the 13F portfolio, value $46,351,968.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 804,441 shares
    Change vs previous 13F -39,451 shares

    0.69% of the 13F portfolio, value $47,904,460.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 843,892 shares
    Change vs previous 13F -262,356 shares

    0.87% of the 13F portfolio, value $50,574,441.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 1,106,248 shares
    Change vs previous 13F -228,269 shares

    0.92% of the 13F portfolio, value $66,408,071.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 1,334,517 shares
    Change vs previous 13F -524,809 shares

    1.37% of the 13F portfolio, value $79,817,452.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 1,859,326 shares
    Change vs previous 13F -1,932,513 shares

    3.64% of the 13F portfolio, value $110,443,936.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 3,791,839 shares
    Change vs previous 13F -200,712 shares

    8.12% of the 13F portfolio, value $219,926,683.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, 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 3,992,551 shares
    Change vs previous 13F not available

    5.98% of the 13F portfolio, value $241,229,956.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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