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Disclosery

Summit Global Investments: VTI position timeline

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

Summit Global Investments held 12,497 VTI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,497 shares
    Change vs previous 13F -75 shares

    0.25% of the 13F portfolio, value $4,624,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    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 12,572 shares
    Change vs previous 13F -451 shares

    0.24% of the 13F portfolio, value $4,033,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    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 13,023 shares
    Change vs previous 13F +689 shares

    0.26% of the 13F portfolio, value $4,366,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    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 12,334 shares
    Change vs previous 13F +2,593 shares

    0.24% of the 13F portfolio, value $4,047,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    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 9,741 shares
    Change vs previous 13F +591 shares

    0.17% of the 13F portfolio, value $2,960,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    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 9,150 shares
    Change vs previous 13F -36 shares

    0.18% of the 13F portfolio, value $2,515,000.

    13F-HR 0001697953-25-000003 filed by Summit Global Investments
    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 9,186 shares
    Change vs previous 13F -3,006 shares

    0.17% of the 13F portfolio, value $2,662,000.

    13F-HR 0001697953-25-000001 filed by Summit Global Investments
    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 12,192 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,452,000.

    13F-HR 0001697953-24-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

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