Summit Wealth Group, LLC

Position in BNDX — VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND

CIK 1802865 WHITE RIVER JUNCTION, VT

All Filings in BNDX

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,474,076	360,811	+3.8%	Shares	Sole	2026-08-04
2026-03-31	$16,700,882	347,573	+5.8%	Shares	Sole	2026-05-04
2025-12-31	$15,871,138	328,459	+4.7%	Shares	Sole	2026-02-06
2025-09-30	$15,518,520	313,759	+5.6%	Shares	Sole	2025-10-23
2025-06-30	$14,716,352	297,240	+1.5%	Shares	Sole	2025-08-06
2025-03-31	$14,301,037	292,934	-3.9%	Shares	Sole	2025-05-02
2024-12-31	$14,952,303	304,838	-1.8%	Shares	Sole	2025-02-04
2024-09-30	$15,605,705	310,376	+9.7%	Shares	Sole	2024-11-08
2024-06-30	$13,774,583	283,020	+3.2%	Shares	Sole	2024-07-31
2024-03-31	$13,494,833	274,341	+7.2%	Shares	Sole	2024-05-01
2023-12-31	$12,631,758	255,859	-9.1%	Shares	Sole	2024-01-30
2023-09-30	$13,460,892	281,432	+2.2%	Shares	Sole	2023-10-31
2023-06-30	$13,464,044	275,451	-97.9%	Shares	Sole	2023-07-26
2023-03-31	$267	13,059,658	+6224.7%	Shares	Sole	2023-05-10
2022-12-31	$9,793,583	206,485	-27.3%	Shares	Sole	2023-02-08
2022-09-30	$13,558,708	284,071	+4.2%	Shares	Sole	2022-11-09
2022-06-30	$13,504,356	272,595	+2.3%	Shares	Sole	2022-08-10
2022-03-31	$13,978,458	266,561	+5.0%	Shares	Sole	2022-05-04
2021-12-31	$13,998,780	253,785	+2676.6%	Shares	Sole	2022-02-14
2021-09-30	$520,614	9,140	-96.1%	Shares	Sole	2021-11-12
2021-06-30	$13,472,002	235,937	-46.0%	Shares	Sole	2021-11-02
2021-03-31	$24,975,376	437,244	+113.5%	Shares	Sole	2021-05-11
2020-12-31	$11,989,283	204,770	+34.2%	Shares	Sole	2021-02-11
2020-09-30	$8,876,302	152,540	+1.8%	Shares	Sole	2020-11-06
2020-06-30	$8,649,050	149,819	+0.9%	Shares	Sole	2020-08-06
2020-03-31	$8,350,446	148,426	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.