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Summit Investment Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

Summit Investment Advisory Services’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.24M Buy
17,236
+468
+3% +$34.8K 0.46% 27
2025
Q4 		$1.22M Buy
16,768
+296
+2% +$21.5K 0.46% 27
2025
Q3 		$1.21M Buy
16,472
+2,092
+15% +$150K 0.48% 24
2025
Q2 		$1.01M Sell
14,380
-8
-0.1% -$525 0.44% 25
2025
Q1 		$930K Buy
14,388
+2,156
+18% +$145K 0.46% 25
2024
Q4 		$808K Buy
12,232
+428
+4% +$29.1K 0.42% 32
2024
Q3 		$779K Buy
+11,804
New +$741K 0.41% 31
2024
Q2 		– Sell
-11,812
Closed -$738K – 93
2024
Q1 		$738K Buy
11,812
+96
+0.8% +$5.67K 0.44% 31
2023
Q4 		$681K Sell
11,716
-840
-7% -$44.9K 0.43% 30
2023
Q3 		$654K Buy
12,556
+48
+0.4% +$2.63K 0.48% 26
2023
Q2 		$688K Buy
12,508
+256
+2% +$13.4K 0.46% 26
2023
Q1 		$646K Buy
12,252
+12
+0.1% +$638 0.46% 26
2022
Q4 		$624K Buy
+12,240
New +$623K 0.76% 22

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Summit Investment Advisory Services's VO Position: Q1 2026 in Review

Summit Investment Advisory Services increased its Vanguard Mid-Cap ETF (VO) stake by 2.8% in Q1 2026, buying an estimated $34.8K and bringing the position to 17,236 shares worth $1.24M. The position accounts for 0.46% of the portfolio, ranked #27.

Summit Investment Advisory Services first reported a position in VO in Q4 2022 and has held it in 13 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Summit Investment Advisory Services held 17,236 shares of Vanguard Mid-Cap ETF worth $1.24M as of Q1 2026.
  • Summit Investment Advisory Services bought 468 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $34.8K.
  • Vanguard Mid-Cap ETF made up 0.46% of Summit Investment Advisory Services's portfolio in Q1 2026, its #27 holding.
  • Summit Investment Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.