Vanguard Group
SMMF

Vanguard Group’s Summit Financial Group, Inc. SMMF Stock Holding History

Vanguard Group’s Portfolio SMMF Stock Details SMMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-577,165
Closed -$15.7M – 4489
2024
Q1 		$15.7M Buy
577,165
+8,163
+1% +$224K ﹤0.01% 2719
2023
Q4 		$17.5M Buy
569,002
+5,515
+1% +$133K ﹤0.01% 2657
2023
Q3 		$12.7M Buy
563,487
+1,108
+0.2% +$25.6K ﹤0.01% 2745
2023
Q2 		$11.6M Buy
562,379
+71,501
+15% +$1.41M ﹤0.01% 2857
2023
Q1 		$10.2M Buy
490,878
+6,387
+1% +$156K ﹤0.01% 2927
2022
Q4 		$12.1M Buy
484,491
+2,734
+0.6% +$75.4K ﹤0.01% 2871
2022
Q3 		$13M Sell
481,757
-1,231
-0.3% -$35.2K ﹤0.01% 2825
2022
Q2 		$13.4M Sell
482,988
-3,543
-0.7% -$94.1K ﹤0.01% 2833
2022
Q1 		$12.5M Sell
486,531
-31,926
-6% -$856K ﹤0.01% 3036
2021
Q4 		$14.2M Buy
518,457
+51
+0% +$1.35K ﹤0.01% 3028
2021
Q3 		$12.7M Buy
518,406
+3,357
+0.7% +$78.4K ﹤0.01% 3108
2021
Q2 		$11.3M Buy
515,049
+3,597
+0.7% +$88.2K ﹤0.01% 3135
2021
Q1 		$13.6M Buy
511,452
+6,869
+1% +$163K ﹤0.01% 2993
2020
Q4 		$11.1M Buy
504,583
+3,909
+0.8% +$77K ﹤0.01% 2939
2020
Q3 		$7.42M Sell
500,674
-2,041
-0.4% -$31.7K ﹤0.01% 2947
2020
Q2 		$8.29M Buy
502,715
+1,228
+0.2% +$20.2K ﹤0.01% 2863
2020
Q1 		$10.6M Buy
501,487
+1,556
+0.3% +$36.1K ﹤0.01% 2590
2019
Q4 		$13.5M Sell
499,931
-188
-0% -$4.96K ﹤0.01% 2711
2019
Q3 		$12.8M Buy
500,119
+2,626
+0.5% +$67.8K ﹤0.01% 2701
2019
Q2 		$13.4M Buy
497,493
+39,175
+9% +$1.01M ﹤0.01% 2700
2019
Q1 		$12.2M Buy
458,318
+65,089
+17% +$1.54M ﹤0.01% 2722
2018
Q4 		$7.59M Buy
393,229
+4,209
+1% +$88.4K ﹤0.01% 2902
2018
Q3 		$9.03M Buy
389,020
+1,142
+0.3% +$29K ﹤0.01% 2968
2018
Q2 		$10.4M Buy
387,878
+10,782
+3% +$282K ﹤0.01% 2883
2018
Q1 		$9.43M Buy
377,096
+31,038
+9% +$785K ﹤0.01% 2855
2017
Q4 		$9.11M Buy
346,058
+59,130
+21% +$1.58M ﹤0.01% 2867
2017
Q3 		$7.36M Buy
286,928
+44,343
+18% +$992K ﹤0.01% 2957
2017
Q2 		$5.34M Buy
242,585
+6,609
+3% +$145K ﹤0.01% 3063
2017
Q1 		$5.08M Buy
235,976
+34,203
+17% +$824K ﹤0.01% 3046
2016
Q4 		$5.55M Buy
201,773
+100,442
+99% +$2.36M ﹤0.01% 3022
2016
Q3 		$1.94M Buy
101,331
+1,312
+1% +$25.4K ﹤0.01% 3407
2016
Q2 		$1.75M Buy
100,019
+19,096
+24% +$339K ﹤0.01% 3415
2016
Q1 		$1.25M Buy
80,923
+400
+0.5% +$5.19K ﹤0.01% 3535
2015
Q4 		$958K Hold
80,523
– – ﹤0.01% 3644
2015
Q3 		$947K Buy
80,523
+90
+0.1% +$1.06K ﹤0.01% 3647
2015
Q2 		$902K Buy
80,433
+4,379
+6% +$51K ﹤0.01% 3686
2015
Q1 		$909K Buy
76,054
+700
+0.9% +$8.14K ﹤0.01% 3657
2014
Q4 		$865K Hold
75,354
– – ﹤0.01% 3576
2014
Q3 		$770K Hold
75,354
– – ﹤0.01% 3580
2014
Q2 		$801K Hold
75,354
– – ﹤0.01% 3545
2014
Q1 		$754K Hold
75,354
– – ﹤0.01% 3541
2013
Q4 		$748K Hold
75,354
– – ﹤0.01% 3490
2013
Q3 		$652K Sell
75,354
-19,951
-21% -$170K ﹤0.01% 3482
2013
Q2 		$749K Buy
+95,305
New +$748K ﹤0.01% 3379

Other funds holding SMMF

PFPT
Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Vanguard Group's SMMF Position: Q2 2024 in Review

Vanguard Group sold out of Summit Financial Group, Inc. (SMMF) in Q2 2024, closing a stake of 577,165 shares — an estimated $15.7M sold.

Vanguard Group first reported a position in SMMF in Q2 2013 and held it in 44 quarters. The position peaked at $17.5M in Q4 2023. 1 fund tracked by Wall St. Rank holds SMMF as of Q2 2024.

  • Vanguard Group reported no remaining Summit Financial Group, Inc. position as of Q2 2024 after selling out during the quarter.
  • Vanguard Group sold 577,165 Summit Financial Group, Inc. shares in Q2 2024, an estimated $15.7M.
  • Vanguard Group first reported a position in Summit Financial Group, Inc. in Q2 2013 and held it in 44 quarters.
  • Vanguard Group's Summit Financial Group, Inc. position peaked at $17.5M in Q4 2023.
  • 1 fund tracked by Wall St. Rank held Summit Financial Group, Inc. as of Q2 2024.

Based on Vanguard Group's 13F filing for Q2 2024, filed 13 Aug 2024.