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

Summit Financial’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11M Buy
50,408
+127
+0.3% +$27.4K 0.12% 162
2026
Q1 		$10.2M Buy
50,281
+16,385
+48% +$3.43M 0.13% 151
2025
Q4 		$6.94M Sell
33,896
-617
-2% -$125K 0.1% 188
2025
Q3 		$6.88M Buy
+34,513
New +$6.7M 0.11% 186

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Summit Financial's VOOV Position: Q2 2026 in Review

Summit Financial increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.25% in Q2 2026, buying an estimated $27.4K and bringing the position to 50,408 shares worth $11M. The position accounts for 0.12% of the portfolio, ranked #162.

Summit Financial first reported a position in VOOV in Q3 2025 and has held it in 4 quarters since. 451 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • Summit Financial held 50,408 shares of Vanguard S&P 500 Value ETF worth $11M as of Q2 2026.
  • Summit Financial bought 127 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $27.4K.
  • Vanguard S&P 500 Value ETF made up 0.12% of Summit Financial's portfolio in Q2 2026, its #162 holding.
  • Summit Financial first reported a position in Vanguard S&P 500 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 451 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.