SGI
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Summit Global Investments’s Vanguard S&P 500 ETF VOO Stock Holding History

Summit Global Investments’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 		$3.07M Buy
5,139
+2,882
+128% +$1.8M 0.18% 63
2025
Q4 		$1.42M Buy
2,257
+102
+5% +$63.4K 0.08% 128
2025
Q3 		$1.32M Sell
2,155
-5,873
-73% -$3.46M 0.08% 139
2025
Q2 		$4.56M Buy
8,028
+7,340
+1,067% +$3.86M 0.27% 67
2025
Q1 		$354K Buy
688
+204
+42% +$110K 0.03% 345
2024
Q4 		$261K Sell
484
-5,515
-92% -$2.99M 0.02% 463
2024
Q3 		$3.17M Sell
5,999
-152
-2% -$77.3K 0.2% 95
2024
Q2 		$3.08M Sell
6,151
-34
-0.5% -$16.4K 0.21% 98
2024
Q1 		$2.97M Sell
6,185
-443
-7% -$203K 0.22% 90
2023
Q4 		$2.9M Buy
6,628
+74
+1% +$30.3K 0.19% 102
2023
Q3 		$2.57M Sell
6,554
-180
-3% -$73.6K 0.17% 114
2023
Q2 		$2.74M Sell
6,734
-76,039
-92% -$29.3M 0.18% 116
2023
Q1 		$31.1M Sell
82,773
-2,108
-2% -$773K 2.41% 3
2022
Q4 		$29.8M Buy
84,881
+4,975
+6% +$1.76M 2.52% 2
2022
Q3 		$26.2M Sell
79,906
-832
-1% -$304K 2.43% 1
2022
Q2 		$28M Buy
80,738
+68,479
+559% +$25.8M 2.47% 1
2022
Q1 		$5.09M Buy
12,259
+2,224
+22% +$910K 0.38% 77
2021
Q4 		$4.38M Buy
10,035
+4,436
+79% +$1.87M 0.28% 79
2021
Q3 		$2.21M Sell
5,599
-18,122
-76% -$7.35M 0.17% 112
2021
Q2 		$9.34M Buy
23,721
+17,263
+267% +$6.63M 0.56% 35
2021
Q1 		$2.35M Buy
+6,458
New +$2.29M 0.15% 112

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 Global Investments's VOO Position: Q1 2026 in Review

Summit Global Investments increased its Vanguard S&P 500 ETF (VOO) stake by 128% in Q1 2026, buying an estimated $1.8M and bringing the position to 5,139 shares worth $3.07M. The position accounts for 0.18% of the portfolio, ranked #63.

Summit Global Investments first reported a position in VOO in Q1 2021 and has held it in 21 quarters since. The position peaked at $31.1M in Q1 2023. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Summit Global Investments held 5,139 shares of Vanguard S&P 500 ETF worth $3.07M as of Q1 2026.
  • Summit Global Investments bought 2,882 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.8M.
  • Vanguard S&P 500 ETF made up 0.18% of Summit Global Investments's portfolio in Q1 2026, its #63 holding.
  • Summit Global Investments first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
  • Summit Global Investments's Vanguard S&P 500 ETF position peaked at $31.1M in Q1 2023.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.