Summa Corp’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Summa Corp’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,766	Closed	-$205K	–	87
2025 Q4	$205K	Sell	2,766 -2,796	-50%	-$206K	0.09%	75
2025 Q3	$404K	Sell	5,562 -2,160	-28%	-$149K	0.18%	56
2025 Q2	$510K	Buy	+7,722	New	+$459K	0.27%	39

Other funds holding VOOG

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Summa Corp's VOOG Position: Q1 2026 in Review

Summa Corp sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026, closing a stake of 2,766 shares — an estimated $205K sold.

Summa Corp first reported a position in VOOG in Q2 2025 and held it in 3 quarters. The position peaked at $510K in Q2 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Summa Corp reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Summa Corp sold 2,766 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $205K.
Summa Corp first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and held it in 3 quarters.
Summa Corp's Vanguard S&P 500 Growth ETF position peaked at $510K in Q2 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Summa Corp's 13F filing for Q1 2026, filed 30 Apr 2026.