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

Summit Place Financial 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
2026
Q1 		$1.47M Sell
2,452
-6
-0.2% -$3.75K 0.7% 56
2025
Q4 		$1.54M Buy
2,458
+26
+1% +$16.2K 0.75% 50
2025
Q3 		$1.49M Sell
2,432
-58
-2% -$34.2K 0.7% 51
2025
Q2 		$1.41M Buy
2,490
+11
+0.4% +$5.78K 0.71% 50
2025
Q1 		$1.27M Hold
2,479
– – 0.72% 47
2024
Q4 		$1.34M Buy
2,479
+201
+9% +$109K 0.76% 49
2024
Q3 		$1.2M Buy
2,278
+4
+0.2% +$2.03K 0.67% 53
2024
Q2 		$1.14M Hold
2,274
– – 0.67% 52
2024
Q1 		$1.09M Hold
2,274
– – 0.64% 54
2023
Q4 		$993K Buy
2,274
+21
+0.9% +$8.6K 0.65% 54
2023
Q3 		$885K Sell
2,253
-26
-1% -$10.6K 0.63% 55
2023
Q2 		$928K Buy
2,279
+144
+7% +$55.6K 0.6% 54
2023
Q1 		$803K Buy
2,135
+100
+5% +$36.7K 0.57% 57
2022
Q4 		$715K Hold
2,035
– – 0.59% 58
2022
Q3 		$668K Buy
2,035
+5
+0.2% +$1.83K 0.62% 56
2022
Q2 		$704K Hold
2,030
– – 0.59% 67
2022
Q1 		$843K Hold
2,030
– – 0.57% 66
2021
Q4 		$886K Sell
2,030
-135
-6% -$57K 0.61% 55
2021
Q3 		$854K Sell
2,165
-215
-9% -$87.2K 0.62% 58
2021
Q2 		$937K Sell
2,380
-30
-1% -$11.5K 0.69% 55
2021
Q1 		$878K Hold
2,410
– – 0.71% 55
2020
Q4 		$828K Sell
2,410
-3
-0.1% -$978 0.72% 51
2020
Q3 		$742K Buy
+2,413
New +$735K 0.74% 51

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 Place Financial Advisors's VOO Position: Q1 2026 in Review

Summit Place Financial Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 0.24% in Q1 2026, selling an estimated $3.75K and leaving 2,452 shares worth $1.47M. The position accounts for 0.7% of the portfolio, ranked #56.

Summit Place Financial Advisors first reported a position in VOO in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.54M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Summit Place Financial Advisors held 2,452 shares of Vanguard S&P 500 ETF worth $1.47M as of Q1 2026.
  • Summit Place Financial Advisors sold 6 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $3.75K.
  • Vanguard S&P 500 ETF made up 0.7% of Summit Place Financial Advisors's portfolio in Q1 2026, its #56 holding.
  • Summit Place Financial Advisors first reported a position in Vanguard S&P 500 ETF in Q3 2020 and has held it in 23 quarters since.
  • Summit Place Financial Advisors's Vanguard S&P 500 ETF position peaked at $1.54M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Summit Place Financial Advisors's 13F filing for Q1 2026, filed 1 May 2026.