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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Stone Summit Wealth's VOO Position: Q1 2026 in Review

Stone Summit Wealth increased its Vanguard S&P 500 ETF (VOO) stake by 24% in Q1 2026, buying an estimated $156K and bringing the position to 1,277 shares worth $763K. The position accounts for 0.21% of the portfolio, ranked #77.

Stone Summit Wealth first reported a position in VOO in Q1 2023 and has held it in 13 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Stone Summit Wealth held 1,277 shares of Vanguard S&P 500 ETF worth $763K as of Q1 2026.
Stone Summit Wealth bought 249 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $156K.
Vanguard S&P 500 ETF made up 0.21% of Stone Summit Wealth's portfolio in Q1 2026, its #77 holding.
Stone Summit Wealth first reported a position in Vanguard S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.