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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
Q3 		$891K Sell
1,271
-41
-3% -$28.6K 0.24% 70
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% -$9.8K 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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Stone Summit Wealth's VOO Position: Q3 2026 in Review

Stone Summit Wealth reduced its Vanguard S&P 500 ETF (VOO) stake by 3.1% in Q3 2026, selling an estimated $28.6K and leaving 1,271 shares worth $891K. The position accounts for 0.24% of the portfolio, ranked #70.

Stone Summit Wealth first reported a position in VOO in Q1 2023 and has held it in 15 quarters since. The position peaked at $901K in Q2 2026. 1,106 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Stone Summit Wealth held 1,271 shares of Vanguard S&P 500 ETF worth $891K as of Q3 2026.
  • Stone Summit Wealth sold 41 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $28.6K.
  • Vanguard S&P 500 ETF made up 0.24% of Stone Summit Wealth's portfolio in Q3 2026, its #70 holding.
  • Stone Summit Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 15 quarters since.
  • Stone Summit Wealth's Vanguard S&P 500 ETF position peaked at $901K in Q2 2026.
  • 1,106 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.