Summit Wealth Partners, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2033312
Orlando, FL
Position in VB
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$2,895,001
-$210,974 QoQ
Shares Held
11,053
-8.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,895,001 | 11,053 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,105,975 | 12,041 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,487,704 | 13,716 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,513,702 | 14,827 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,504,537 | 15,804 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,099,897 | 17,063 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,273,812 | 18,017 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,890,705 | 17,844 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $4,509,166 | 19,726 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $4,309,905 | 20,203 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $3,863,078 | 20,432 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $3,916,144 | 19,690 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $3,783,428 | 19,959 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $3,709,526 | 20,211 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $3,091,761 | 18,090 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $3,473,417 | 19,723 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $4,678,202 | 22,013 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $4,883,850 | 21,609 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $4,600,816 | 21,040 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $4,586,926 | 20,361 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $4,241,352 | 19,812 | Shares | Sole | 2024-09-10 | |
| 2020-12-31 | $3,919,492 | 20,133 | Shares | Sole | 2024-09-10 | |
| 2020-09-30 | $2,388,206 | 15,528 | Shares | Sole | 2024-09-10 | |
| 2020-06-30 | $534,938 | 3,671 | Shares | Sole | 2024-09-10 | |
| 2020-03-31 | $423,780 | 3,671 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||