Summit Investment Advisory Services, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1914395
ROSEVILLE, MN
Position in VB
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,898,134
+$57,661 QoQ
Shares Held
7,247
+1.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,898,134 | 7,247 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,840,473 | 7,135 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,799,285 | 7,076 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,613,122 | 6,807 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $1,469,537 | 6,627 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,620,688 | 6,745 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,596,660 | 6,731 | Shares | Sole | 2024-10-16 | |
| 2024-03-31 | $1,534,753 | 6,714 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,435,710 | 6,730 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,270,550 | 6,720 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,335,944 | 6,717 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,290,334 | 6,807 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,247,888 | 6,799 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||