Summit Wealth Group, LLC
Position in VXF — Vanguard Extended Market ETF
CIK 1802865
WHITE RIVER JUNCTION, VT
Position in VXF
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$16,424,692
+$9,818 QoQ
Shares Held
79,809
+1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
15.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VXF Over Time
Shares Held
Position Value (USD)
All Filings in VXF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,424,692 | 79,809 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $16,414,874 | 78,495 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,426,072 | 78,466 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,965,858 | 77,660 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $11,856,655 | 68,830 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $12,571,926 | 66,175 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $11,867,021 | 65,207 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,157,451 | 48,329 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $6,473,063 | 43,493 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $41 | 5,685,800 | Shares | Sole | 2023-05-10 | |
| 2021-09-30 | $502,766 | 2,757 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $6,154,750 | 37,374 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,503,240 | 42,424 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $4,995,604 | 42,214 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,598,331 | 39,743 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||