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

Summit Wealth Group’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 		$73.7M Buy
123,268
+2,210
+2% +$1.38M 16.9% 1
2025
Q4 		$75.9M Buy
121,058
+62
+0.1% +$38.5K 17.73% 1
2025
Q3 		$74.1M Sell
120,996
-1,747
-1% -$1.03M 17.92% 1
2025
Q2 		$69.7M Buy
122,743
+1,939
+2% +$1.02M 17.9% 1
2025
Q1 		$62.1M Buy
120,804
+246
+0.2% +$133K 18.15% 1
2024
Q4 		$65M Buy
120,558
+1,382
+1% +$749K 18.82% 1
2024
Q3 		$62.9M Buy
119,176
+7,870
+7% +$4M 18.14% 1
2024
Q2 		$55.7M Buy
+111,306
New +$53.6M 16.7% 1
2023
Q3 		– Sell
-104,669
Closed -$42.6M – 74
2023
Q2 		$42.6M Sell
104,669
-39,267,594
-100% -$15.1B 17.26% 1
2023
Q1 		$105K Buy
+39,372,263
New +$14.4B 2.51% 6
2021
Q1 		– Sell
-80,697
Closed -$27.7M – 216
2020
Q4 		$27.7M Buy
80,697
+117
+0.1% +$38.1K 17.4% 1
2020
Q3 		$24.8M Buy
80,580
+124
+0.2% +$37.8K 21.53% 1
2020
Q2 		$22.8M Buy
80,456
+3,387
+4% +$912K 20.85% 1
2020
Q1 		$18.3M Buy
77,069
+6,917
+10% +$1.94M 18.49% 1
2019
Q4 		$20.8M Buy
+70,152
New +$19.8M 19.58% 1

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's VOO Position: Q1 2026 in Review

Summit Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 1.8% in Q1 2026, buying an estimated $1.38M and bringing the position to 123,268 shares worth $73.7M. The position accounts for 16.9% of the portfolio, ranked #1.

Summit Wealth Group first reported a position in VOO in Q4 2019 and has held it in 15 quarters since. The position peaked at $75.9M in Q4 2025. 3,835 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Summit Wealth Group held 123,268 shares of Vanguard S&P 500 ETF worth $73.7M as of Q1 2026.
  • Summit Wealth Group bought 2,210 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $1.38M.
  • Vanguard S&P 500 ETF made up 16.9% of Summit Wealth Group's portfolio in Q1 2026, its #1 holding.
  • Summit Wealth Group first reported a position in Vanguard S&P 500 ETF in Q4 2019 and has held it in 15 quarters since.
  • Summit Wealth Group's Vanguard S&P 500 ETF position peaked at $75.9M in Q4 2025.
  • 3,835 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.