Stone Summit Wealth’s Vanguard S&P 500 ETF VOO Stock Holding History

Stone Summit Wealth’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$901K	Buy	1,312 +35	+3%	+$23.3K	0.23%	71
2026 Q1	$763K	Buy	1,277 +249	+24%	+$156K	0.21%	77
2025 Q4	$645K	Buy	1,028 +13	+1%	+$8.08K	0.17%	84
2025 Q3	$622K	Sell	1,015 -8	-0.8%	-$4.72K	0.18%	86
2025 Q2	$581K	Hold	1,023	–	–	0.18%	90
2025 Q1	$526K	Hold	1,023	–	–	0.18%	93
2024 Q4	$551K	Hold	1,023	–	–	0.19%	92
2024 Q3	$540K	Hold	1,023	–	–	0.17%	96
2024 Q2	$512K	Sell	1,023 -35	-3%	-$16.8K	0.18%	92
2024 Q1	$509K	Sell	1,058 -455	-30%	-$208K	0.18%	95
2023 Q4	$661K	Sell	1,513 -24	-2%	-$9.83K	0.25%	85
2023 Q3	$604K	Buy	1,537 +754	+96%	+$308K	0.26%	88
2023 Q2	$319K	Buy	783 +210	+37%	+$81K	0.13%	114
2023 Q1	$215K	Buy	+573	New	+$210K	0.1%	130

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Stone Summit Wealth's VOO Position: Q2 2026 in Review

Stone Summit Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 2.7% in Q2 2026, buying an estimated $23.3K and bringing the position to 1,312 shares worth $901K. The position accounts for 0.23% of the portfolio, ranked #71.

Stone Summit Wealth first reported a position in VOO in Q1 2023 and has held it in 14 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Stone Summit Wealth held 1,312 shares of Vanguard S&P 500 ETF worth $901K as of Q2 2026.
Stone Summit Wealth bought 35 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $23.3K.
Vanguard S&P 500 ETF made up 0.23% of Stone Summit Wealth's portfolio in Q2 2026, its #71 holding.
Stone Summit Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 14 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.