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

Summit Investment 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
2025
Q2 		$497K Buy
869
+1
+0.1% +$526 0.41% 40
2025
Q1 		$446K Hold
868
– – 0.4% 41
2024
Q4 		$487K Buy
+868
New +$470K 0.43% 33

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Summit Investment Advisors's VOO Position: Q2 2025 in Review

Summit Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 0.12% in Q2 2025, buying an estimated $526 and bringing the position to 869 shares worth $497K. The position accounts for 0.41% of the portfolio, ranked #40.

Summit Investment Advisors first reported a position in VOO in Q4 2024 and has held it in 3 quarters since. 3,392 funds tracked by Wall St. Rank hold VOO as of Q2 2025.

  • Summit Investment Advisors held 869 shares of Vanguard S&P 500 ETF worth $497K as of Q2 2025.
  • Summit Investment Advisors bought 1 Vanguard S&P 500 ETF share in Q2 2025, an estimated $526.
  • Vanguard S&P 500 ETF made up 0.41% of Summit Investment Advisors's portfolio in Q2 2025, its #40 holding.
  • Summit Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 3 quarters since.
  • 3,392 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.