Summit Asset Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Summit Asset Management’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	$1.22M	Buy	1,772 +50	+3%	+$33.3K	0.16%	68
2026 Q1	$1.03M	Hold	1,722	–	–	0.14%	74
2025 Q4	$1.08M	Buy	1,722 +39	+2%	+$24.2K	0.15%	67
2025 Q3	$1.03M	Hold	1,683	–	–	0.16%	71
2025 Q2	$956K	Hold	1,683	–	–	0.16%	70
2025 Q1	$865K	Hold	1,683	–	–	0.15%	74
2024 Q4	$907K	Buy	1,683 +230	+16%	+$125K	0.16%	71
2024 Q3	$767K	Hold	1,453	–	–	0.14%	74
2024 Q2	$727K	Hold	1,453	–	–	0.15%	73
2024 Q1	$698K	Buy	1,453 +40	+3%	+$18.3K	0.15%	71
2023 Q4	$617K	Sell	1,413 -1,300	-48%	-$532K	0.15%	72
2023 Q3	$1.07M	Hold	2,713	–	–	0.29%	42
2023 Q2	$1.1M	Buy	+2,713	New	+$1.05M	0.29%	44

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

Summit Asset Management's VOO Position: Q2 2026 in Review

Summit Asset Management increased its Vanguard S&P 500 ETF (VOO) stake by 2.9% in Q2 2026, buying an estimated $33.3K and bringing the position to 1,772 shares worth $1.22M. The position accounts for 0.16% of the portfolio, ranked #68.

Summit Asset Management first reported a position in VOO in Q2 2023 and has held it in 13 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Summit Asset Management held 1,772 shares of Vanguard S&P 500 ETF worth $1.22M as of Q2 2026.
Summit Asset Management bought 50 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $33.3K.
Vanguard S&P 500 ETF made up 0.16% of Summit Asset Management's portfolio in Q2 2026, its #68 holding.
Summit Asset Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.