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Summit Wealth Group (Colorado)’s Vanguard S&P 500 ETF VOO Stock Holding History

Summit Wealth Group (Colorado)’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 		$1.2M Buy
2,014
+93
+5% +$58.2K 0.13% 98
2025
Q4 		$1.2M Buy
+1,921
New +$1.19M 0.16% 82
2025
Q3 		– Sell
-1,854
Closed -$1.06M – 449
2025
Q2 		$1.06M Buy
+1,854
New +$974K 0.27% 87

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 Wealth Group (Colorado)'s VOO Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard S&P 500 ETF (VOO) stake by 4.8% in Q1 2026, buying an estimated $58.2K and bringing the position to 2,014 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #98.

Summit Wealth Group (Colorado) first reported a position in VOO in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Summit Wealth Group (Colorado) held 2,014 shares of Vanguard S&P 500 ETF worth $1.2M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 93 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $58.2K.
  • Vanguard S&P 500 ETF made up 0.13% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #98 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 3 quarters since.
  • Summit Wealth Group (Colorado)'s Vanguard S&P 500 ETF position peaked at $1.2M in Q4 2025.
  • 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.