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 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 $1.56T 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

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

Summit Asset Management increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 16% in Q1 2026, buying an estimated $216K and bringing the position to 21,156 shares worth $1.44M. The position accounts for 0.2% of the portfolio, ranked #58.

Summit Asset Management first reported a position in VOOG in Q1 2020 and has held it in 25 quarters since. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Summit Asset Management held 21,156 shares of Vanguard S&P 500 Growth ETF worth $1.44M as of Q1 2026.
Summit Asset Management bought 2,982 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $216K.
Vanguard S&P 500 Growth ETF made up 0.2% of Summit Asset Management's portfolio in Q1 2026, its #58 holding.
Summit Asset Management first reported a position in Vanguard S&P 500 Growth ETF in Q1 2020 and has held it in 25 quarters since.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

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