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

Summit Asset Management’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 Q2	$1.75M	Hold	21,156	–	–	0.22%	54
2026 Q1	$1.44M	Buy	21,156 +2,982	+16%	+$216K	0.2%	58
2025 Q4	$1.35M	Hold	18,174	–	–	0.19%	61
2025 Q3	$1.32M	Hold	18,174	–	–	0.2%	60
2025 Q2	$1.2M	Hold	18,174	–	–	0.2%	63
2025 Q1	$1.01M	Hold	18,174	–	–	0.18%	67
2024 Q4	$1.11M	Hold	18,174	–	–	0.19%	61
2024 Q3	$1.05M	Hold	18,174	–	–	0.2%	63
2024 Q2	$1.01M	Hold	18,174	–	–	0.21%	55
2024 Q1	$923K	Hold	18,174	–	–	0.2%	57
2023 Q4	$820K	Hold	18,174	–	–	0.2%	56
2023 Q3	$748K	Hold	18,174	–	–	0.2%	57
2023 Q2	$770K	Hold	18,174	–	–	0.2%	57
2023 Q1	$698K	Hold	18,174	–	–	0.19%	60
2022 Q4	$639K	Hold	18,174	–	–	0.18%	65
2022 Q3	$632K	Hold	18,174	–	–	0.2%	62
2022 Q2	$659K	Sell	18,174 -978	-5%	-$38.9K	0.2%	64
2022 Q1	$880K	Hold	19,152	–	–	0.25%	56
2021 Q4	$963K	Hold	19,152	–	–	0.27%	54
2021 Q3	$851K	Hold	19,152	–	–	0.27%	56
2021 Q2	$838K	Hold	19,152	–	–	0.26%	55
2021 Q1	$750K	Hold	19,152	–	–	0.25%	59
2020 Q4	$734K	Hold	19,152	–	–	0.27%	55
2020 Q3	$665K	Hold	19,152	–	–	0.28%	54
2020 Q2	$597K	Hold	19,152	–	–	0.27%	57
2020 Q1	$475K	Buy	+19,152	New	+$544K	0.26%	60

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Summit Asset Management held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q2 2026 at 21,156 shares worth $1.75M. The position accounts for 0.22% of the portfolio, ranked #54.

Summit Asset Management first reported a position in VOOG in Q1 2020 and has held it in 26 quarters since. 751 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Summit Asset Management held 21,156 shares of Vanguard S&P 500 Growth ETF worth $1.75M as of Q2 2026.
Summit Asset Management left its Vanguard S&P 500 Growth ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Growth ETF made up 0.22% of Summit Asset Management's portfolio in Q2 2026, its #54 holding.
Summit Asset Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2020 and has held it in 26 quarters since.
751 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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