Summit Financial, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1765536
PARSIPPANY, NJ
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$35,442,609
+$6,609,932 QoQ
Shares Held
116,926
+6.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#67
of 556 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,442,609 | 116,926 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $28,832,677 | 110,082 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,338,686 | 98,231 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,691,859 | 97,105 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,103,487 | 84,832 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,040,600 | 76,846 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,890,963 | 70,297 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $16,251,257 | 68,510 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,462,294 | 57,156 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $12,104,069 | 52,951 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $11,038,120 | 51,742 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,489,990 | 50,193 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,910,830 | 34,747 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,636,495 | 35,010 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6,549,074 | 35,682 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,962,024 | 34,884 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,287,174 | 30,022 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,132,689 | 28,857 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,773,199 | 25,544 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,868,490 | 17,691 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,438,430 | 10,824 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,098,872 | 5,133 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $619,082 | 3,180 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $253,462 | 1,648 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $228,634 | 1,569 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||