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Summit Financial Strategies’s Vanguard S&P 500 ETF VOO Stock Holding History

Summit Financial Strategies’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 		$12.1M Buy
17,630
+591
+3% +$394K 0.85% 19
2026
Q1 		$10.2M Buy
17,039
+2,220
+15% +$1.39M 0.8% 20
2025
Q4 		$9.29M Buy
14,819
+348
+2% +$216K 0.76% 21
2025
Q3 		$8.86M Buy
14,471
+295
+2% +$174K 0.76% 20
2025
Q2 		$8.05M Buy
14,176
+1,409
+11% +$741K 0.75% 21
2025
Q1 		$6.56M Buy
12,767
+857
+7% +$463K 0.66% 21
2024
Q4 		$6.42M Sell
11,910
-248
-2% -$134K 0.71% 20
2024
Q3 		$6.42M Buy
12,158
+356
+3% +$181K 0.72% 19
2024
Q2 		$5.9M Buy
11,802
+68
+0.6% +$32.7K 0.73% 18
2024
Q1 		$5.64M Buy
11,734
+828
+8% +$379K 0.79% 18
2023
Q4 		$4.76M Buy
10,906
+698
+7% +$286K 0.73% 20
2023
Q3 		$4.01M Buy
10,208
+414
+4% +$169K 0.76% 19
2023
Q2 		$3.99M Sell
9,794
-14
-0.1% -$5.4K 0.74% 19
2023
Q1 		$3.69M Buy
9,808
+1,212
+14% +$444K 0.73% 19
2022
Q4 		$3.02M Buy
8,596
+1,220
+17% +$431K 0.65% 20
2022
Q3 		$2.42M Sell
7,376
-249
-3% -$90.9K 0.58% 20
2022
Q2 		$2.65M Sell
7,625
-1,042
-12% -$393K 0.62% 19
2022
Q1 		$3.6M Buy
8,667
+2,146
+33% +$879K 0.72% 16
2021
Q4 		$2.85M Buy
6,521
+96
+1% +$40.5K 0.55% 18
2021
Q3 		$2.53M Buy
6,425
+212
+3% +$86K 0.48% 19
2021
Q2 		$2.44M Buy
+6,213
New +$2.38M 0.48% 19
2021
Q1 		– Sell
-5,766
Closed -$1.98M – 78
2020
Q4 		$1.98M Buy
5,766
+170
+3% +$55.4K 0.68% 16
2020
Q3 		$1.72M Sell
5,596
-239
-4% -$72.8K 0.7% 17
2020
Q2 		$1.65M Buy
5,835
+2,603
+81% +$701K 0.74% 15
2020
Q1 		$765K Buy
3,232
+1,250
+63% +$350K 0.41% 20
2019
Q4 		$586K Buy
1,982
+696
+54% +$197K 0.29% 27
2019
Q3 		$351K Buy
+1,286
New +$349K 0.17% 38

Other funds holding VOO

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Summit Financial Strategies's VOO Position: Q2 2026 in Review

Summit Financial Strategies increased its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q2 2026, buying an estimated $394K and bringing the position to 17,630 shares worth $12.1M. The position accounts for 0.85% of the portfolio, ranked #19.

Summit Financial Strategies first reported a position in VOO in Q3 2019 and has held it in 27 quarters since. 2,083 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Summit Financial Strategies held 17,630 shares of Vanguard S&P 500 ETF worth $12.1M as of Q2 2026.
  • Summit Financial Strategies bought 591 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $394K.
  • Vanguard S&P 500 ETF made up 0.85% of Summit Financial Strategies's portfolio in Q2 2026, its #19 holding.
  • Summit Financial Strategies first reported a position in Vanguard S&P 500 ETF in Q3 2019 and has held it in 27 quarters since.
  • 2,083 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.