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 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

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

Summit Asset Management's VOO Position: Q1 2026 in Review

Summit Asset Management held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 1,722 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #74.

Summit Asset Management first reported a position in VOO in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.1M in Q2 2023. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Summit Asset Management held 1,722 shares of Vanguard S&P 500 ETF worth $1.03M as of Q1 2026.
Summit Asset Management left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.14% of Summit Asset Management's portfolio in Q1 2026, its #74 holding.
Summit Asset Management first reported a position in Vanguard S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
Summit Asset Management's Vanguard S&P 500 ETF position peaked at $1.1M in Q2 2023.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.