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SUMMIT WEALTH GROUP LLC / CO

Position in VIGI — Vanguard International Dividend Appreciation ETF

CIK 2081278 COLORADO SPRINGS, CO

Position in VIGI

as of Mar 31, 2026 · filed Apr 23, 2026
Position Value
$771,282
-$48,750 QoQ
Shares Held
8,719
-2.8% QoQ
Ownership
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VIGI Over Time

Shares Held

Position Value (USD)

All Filings in VIGI

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $771,282 8,719
2025-12-31 $820,032 8,967
2025-06-30 $850,822 9,441