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

Summit Investment Advisory Services’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	$673K	Buy	1,126 +216	+24%	+$135K	0.25%	36
2025 Q4	$571K	Sell	910 -42	-4%	-$26.1K	0.22%	40
2025 Q3	$583K	Buy	952 +40	+4%	+$23.6K	0.23%	38
2025 Q2	$518K	Sell	912 -23	-2%	-$12.1K	0.23%	39
2025 Q1	$480K	Buy	935 +3	+0.3%	+$1.62K	0.24%	39
2024 Q4	$502K	Buy	932 +5	+0.5%	+$2.71K	0.26%	40
2024 Q3	$489K	Buy	927 +59	+7%	+$30K	0.26%	39
2024 Q2	$434K	Sell	868 -29	-3%	-$14K	0.51%	33
2024 Q1	$431K	Sell	897 -102	-10%	-$46.7K	0.26%	42
2023 Q4	$436K	Buy	999 +7	+0.7%	+$2.87K	0.27%	40
2023 Q3	$390K	Buy	992 +3	+0.3%	+$1.23K	0.29%	35
2023 Q2	$403K	Sell	989 -68	-6%	-$26.2K	0.27%	37
2023 Q1	$398K	Buy	1,057 +3	+0.3%	+$1.1K	0.28%	35
2022 Q4	$370K	Buy	+1,054	New	+$372K	0.45%	33

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Summit Investment Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 24% in Q1 2026, buying an estimated $135K and bringing the position to 1,126 shares worth $673K. The position accounts for 0.25% of the portfolio, ranked #36.

Summit Investment Advisory Services first reported a position in VOO in Q4 2022 and has held it in 14 quarters since. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Summit Investment Advisory Services held 1,126 shares of Vanguard S&P 500 ETF worth $673K as of Q1 2026.
Summit Investment Advisory Services bought 216 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $135K.
Vanguard S&P 500 ETF made up 0.25% of Summit Investment Advisory Services's portfolio in Q1 2026, its #36 holding.
Summit Investment Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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