Summit Global Investments
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1697953
BOUNTIFUL, UT
Position in VB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,392,366
+$1,079,731 QoQ
Shares Held
5,316
+338.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,392,366 | 5,316 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $312,635 | 1,212 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $311,238 | 1,224 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $255,938 | 1,080 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $15,151,576 | 63,058 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,187,380 | 38,731 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,039,845 | 18,528 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,426,188 | 19,363 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $8,458,747 | 39,651 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||