Summit Financial Strategies, Inc.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1625246
Columbus, OH
Position in VB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$270,039
New position
Shares Held
1,031
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
All Filings in VB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $270,039 | 1,031 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||