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

Summit Financial’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 		$96.8M Buy
161,978
+6,504
+4% +$4.07M 1.23% 9
2025
Q4 		$97.5M Buy
155,474
+2,891
+2% +$1.8M 1.43% 9
2025
Q3 		$93.4M Buy
152,583
+14,859
+11% +$8.76M 1.43% 9
2025
Q2 		$78.5M Buy
137,724
+41,081
+43% +$21.6M 1.77% 9
2025
Q1 		$49.7M Buy
96,643
+11,558
+14% +$6.25M 1.39% 12
2024
Q4 		$45.8M Buy
85,085
+6,413
+8% +$3.47M 1.61% 10
2024
Q3 		$41.6M Buy
78,672
+28,966
+58% +$14.7M 1.63% 9
2024
Q2 		$24.9M Buy
49,706
+9,432
+23% +$4.54M 1.14% 13
2024
Q1 		$19.4M Buy
40,274
+2,558
+7% +$1.17M 1.15% 14
2023
Q4 		$16.5M Buy
37,716
+2,187
+6% +$895K 1.08% 13
2023
Q3 		$14M Sell
35,529
-9,163
-21% -$3.75M 1.03% 13
2023
Q2 		$18.3M Sell
44,692
-1,641
-4% -$633K 1.33% 13
2023
Q1 		$17.4M Sell
46,333
-1,315
-3% -$482K 1.52% 10
2022
Q4 		$16.7M Sell
47,648
-50,247
-51% -$17.8M 1.57% 10
2022
Q3 		$32.3M Sell
97,895
-1,610
-2% -$588K 3.06% 7
2022
Q2 		$34.7M Buy
99,505
+942
+1% +$355K 3.25% 6
2022
Q1 		$40.9M Sell
98,563
-8,569
-8% -$3.51M 3.19% 5
2021
Q4 		$46.8M Buy
107,132
+4,853
+5% +$2.05M 3.57% 4
2021
Q3 		$40.5M Buy
102,279
+26,842
+36% +$10.9M 3.47% 4
2021
Q2 		$29.8M Buy
75,437
+66,676
+761% +$25.6M 2.95% 6
2021
Q1 		$3.19M Buy
8,761
+2,041
+30% +$724K 0.42% 13
2020
Q4 		$2.31M Buy
+6,720
New +$2.19M 0.32% 15

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Summit Financial's VOO Position: Q1 2026 in Review

Summit Financial increased its Vanguard S&P 500 ETF (VOO) stake by 4.2% in Q1 2026, buying an estimated $4.07M and bringing the position to 161,978 shares worth $96.8M. The position accounts for 1.23% of the portfolio, ranked #9.

Summit Financial first reported a position in VOO in Q4 2020 and has held it in 22 quarters since. The position peaked at $97.5M in Q4 2025. 3,834 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Summit Financial held 161,978 shares of Vanguard S&P 500 ETF worth $96.8M as of Q1 2026.
  • Summit Financial bought 6,504 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $4.07M.
  • Vanguard S&P 500 ETF made up 1.23% of Summit Financial's portfolio in Q1 2026, its #9 holding.
  • Summit Financial first reported a position in Vanguard S&P 500 ETF in Q4 2020 and has held it in 22 quarters since.
  • Summit Financial's Vanguard S&P 500 ETF position peaked at $97.5M in Q4 2025.
  • 3,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.