Form 13-F position report

VANGUARD INDEX FDS

Reported by Summit Financial LLC

VTI CUSIP 922908769 Manager CIK 0001765536

Reported 1,731,717 shares, up 70,480 (4.2%) from the prior quarter.

Reported value -0.3%; share count 4.2% vs. the prior quarter.

Added
% of reported 13F value 7.08% This manager · Q1 2026
Shares 1,731,717 Quarter-end amount reported
Reported value $555,552,014 Fair value at quarter end
Consecutive quarters held 30 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2021-09-30 389242248
2021-12-31 421096036
2022-03-31 393745665
2022-06-30 323801128
2022-09-30 309474579
2022-12-31 324759675
2023-03-31 347816007
2023-06-30 351428768
2023-09-30 336878592
2023-12-31 376003747
2024-03-31 412219890
2024-06-30 410925010
2024-09-30 412454174
2024-12-31 429831575
2025-03-31 417179802
2025-06-30 502516604
2025-09-30 539139553
2025-12-31 556963034
2026-03-31 555552014
2026-06-30 648501241

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarterly reported position history for VANGUARD INDEX FDS held by Summit Financial LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 1,752,517 +20,800 (1.2%) 7.11% $648,501,241 2026-08-12
Q1 2026 Added 1,731,717 +70,480 (4.2%) 7.08% $555,552,014 2026-05-15
Q4 2025 Added 1,661,237 +18,370 (1.1%) 8.18% $556,963,034 2026-02-13
Q3 2025 Reduced 1,642,867 -5,576 (-0.3%) 8.23% $539,139,553 2025-11-14
Q2 2025 Added 1,648,443 +130,542 (8.6%) 11.36% $502,516,604 2025-08-13
Q1 2025 Added 1,517,901 +34,751 (2.3%) 11.69% $417,179,802 2025-05-14
Q4 2024 Added 1,483,150 +30,994 (2.1%) 15.07% $429,831,575 2025-02-12
Q3 2024 Reduced 1,452,156 -78,511 (-5.1%) 16.16% $412,454,174 2024-11-12
Q2 2024 Reduced 1,530,667 -55,404 (-3.5%) 18.77% $410,925,010 2024-07-31
Q1 2024 Added 1,586,071 +1,029 (0.1%) 24.42% $412,219,890 2024-04-24
Q4 2023 Reduced 1,585,042 -941 (-0.1%) 24.57% $376,003,747 2024-02-06
Q3 2023 Reduced 1,585,983 -9,390 (-0.6%) 24.88% $336,878,592 2023-11-07
Q2 2023 Reduced 1,595,373 -108,772 (-6.4%) 25.62% $351,428,768 2023-08-11
Q1 2023 Added 1,704,145 +5,522 (0.3%) 30.39% $347,816,007 2023-05-03
Q4 2022 Reduced 1,698,623 -25,758 (-1.5%) 30.54% $324,759,675 2023-02-07
Q3 2022 Added 1,724,381 +7,696 (0.4%) 29.31% $309,474,579 2022-11-15
Q2 2022 Reduced 1,716,685 -12,773 (-0.7%) 30.34% $323,801,128 2022-08-12
Q1 2022 Reduced 1,729,458 -14,635 (-0.8%) 30.72% $393,745,665 2022-05-10
Q4 2021 Reduced 1,744,093 -8,777 (-0.5%) 32.11% $421,096,036 2022-02-07
Q3 2021 Added 1,752,870 +16,717 (1.0%) 33.39% $389,242,248 2021-11-08
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

3717 managers reported VANGUARD INDEX FDS for Q1 2026.

Managers reporting VANGUARD INDEX FDS in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Rakuten Investment Management Inc Added 94,959,476 +47,479,738 63.14% $31,061,244,598 3 qtrs
Vanguard Global Advisers LLC New 36,915,651 +36,915,651 6.35% $11,842,909,997 1 qtr
VANGUARD ADVISERS INC New 28,490,615 +28,490,615 35.83% $9,140,072,746 1 qtr
Betterment LLC Reduced 24,526,707 -644,868 14.9% $7,868,413,000 46 qtrs
Wealthfront Advisers LLC Reduced 17,969,445 -55,838 12.65% $5,764,777,619 30 qtrs
MORGAN STANLEY Added 14,341,153 +548,759 0.28% $4,600,786,250 52 qtrs
Bank of America Corporation Added 14,287,409 +102,161 0.34% $4,583,543,554 52 qtrs
WealthNavi Inc Added 12,935,073 +540,294 35.97% $4,149,701,000 29 qtrs
LPL Financial LLC Reduced 10,325,305 -3,754,475 0.88% $3,312,460,932 52 qtrs
NORTHERN TRUST CORPORATION Added 9,715,051 +2,129 0.41% $3,116,685,511 52 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 15, 2026
Filing type
13F-HR
Position type
TOTAL STK MKT

Voting authority reported

Sole
0
Shared
0
None
1,731,717

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.