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

Summit Financial Wealth Advisors’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 		$4.06M Buy
5,913
+56
+1% +$37.3K 0.52% 38
2026
Q1 		$3.5M Buy
5,857
+371
+7% +$232K 0.5% 38
2025
Q4 		$3.44M Sell
5,486
-324
-6% -$201K 0.49% 39
2025
Q3 		$3.57M Buy
5,810
+2,085
+56% +$1.23M 0.55% 38
2025
Q2 		$2.12M Buy
3,725
+3,247
+679% +$1.71M 0.38% 42
2025
Q1 		$246K Sell
478
-69
-13% -$37.3K 0.05% 126
2024
Q4 		$301K Buy
547
+123
+29% +$66.6K 0.06% 118
2024
Q3 		$224K Sell
424
-3
-0.7% -$1.52K 0.04% 138
2024
Q2 		$214K Sell
427
-15
-3% -$7.22K 0.04% 134
2024
Q1 		$213K Buy
+442
New +$202K 0.04% 129
2021
Q4 		– Sell
-511
Closed -$202K – 144
2021
Q3 		$202K Hold
511
– – 0.05% 121
2021
Q2 		$201K Buy
+511
New +$196K 0.05% 121

Other funds holding VOO

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Summit Financial Wealth Advisors's VOO Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.96% in Q2 2026, buying an estimated $37.3K and bringing the position to 5,913 shares worth $4.06M. The position accounts for 0.52% of the portfolio, ranked #38.

Summit Financial Wealth Advisors first reported a position in VOO in Q2 2021 and has held it in 12 quarters since. 799 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Summit Financial Wealth Advisors held 5,913 shares of Vanguard S&P 500 ETF worth $4.06M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 56 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $37.3K.
  • Vanguard S&P 500 ETF made up 0.52% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Summit Financial Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 12 quarters since.
  • 799 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.