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 Q2	$775K	Buy	1,128 +2	+0.2%	+$1.33K	0.19%	42
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Summit Investment Advisory Services's VOO Position: Q2 2026 in Review

Summit Investment Advisory Services increased its Vanguard S&P 500 ETF (VOO) stake by 0.18% in Q2 2026, buying an estimated $1.33K and bringing the position to 1,128 shares worth $775K. The position accounts for 0.19% of the portfolio, ranked #42.

Summit Investment Advisory Services first reported a position in VOO in Q4 2022 and has held it in 15 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Summit Investment Advisory Services held 1,128 shares of Vanguard S&P 500 ETF worth $775K as of Q2 2026.
Summit Investment Advisory Services bought 2 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $1.33K.
Vanguard S&P 500 ETF made up 0.19% of Summit Investment Advisory Services's portfolio in Q2 2026, its #42 holding.
Summit Investment Advisory Services first reported a position in Vanguard S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.