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

Summit Financial’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 		$16.2M Buy
238,014
+79,872
+51% +$5.78M 0.21% 90
2025
Q4 		$11.7M Sell
158,142
-6,324
-4% -$465K 0.17% 113
2025
Q3 		$11.9M Buy
+164,466
New +$11.4M 0.18% 107

Other funds holding VOOG

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Summit Financial's VOOG Position: Q1 2026 in Review

Summit Financial increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 51% in Q1 2026, buying an estimated $5.78M and bringing the position to 238,014 shares worth $16.2M. The position accounts for 0.21% of the portfolio, ranked #90.

Summit Financial first reported a position in VOOG in Q3 2025 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

  • Summit Financial held 238,014 shares of Vanguard S&P 500 Growth ETF worth $16.2M as of Q1 2026.
  • Summit Financial bought 79,872 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $5.78M.
  • Vanguard S&P 500 Growth ETF made up 0.21% of Summit Financial's portfolio in Q1 2026, its #90 holding.
  • Summit Financial first reported a position in Vanguard S&P 500 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

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