SWP
VOO icon

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

Summit Wealth Partners’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 		$831K Buy
1,210
+1
+0.1% +$667 0.12% 127
2026
Q1 		$722K Buy
1,209
+50
+4% +$31.3K 0.11% 128
2025
Q4 		$727K Sell
1,159
-1
-0.1% -$621 0.13% 99
2025
Q3 		$711K Sell
1,160
-21
-2% -$12.4K 0.13% 109
2025
Q2 		$671K Buy
1,181
+469
+66% +$246K 0.13% 110
2025
Q1 		$366K Buy
712
+64
+10% +$34.6K 0.07% 152
2024
Q4 		$349K Buy
648
+59
+10% +$32K 0.07% 153
2024
Q3 		$311K Buy
589
+1
+0.2% +$508 0.06% 188
2024
Q2 		$294K Buy
588
+28
+5% +$13.5K 0.06% 184
2024
Q1 		$269K Buy
560
+3
+0.5% +$1.37K 0.06% 190
2023
Q4 		$243K Buy
+557
New +$228K 0.06% 188
2020
Q4 		– Sell
-789
Closed -$243K – 159
2020
Q3 		$243K Sell
789
-58
-7% -$17.7K 0.07% 133
2020
Q2 		$240K Buy
+847
New +$228K 0.08% 128

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ELFC
E-L Financial Corp Toronto, Ontario, Canada $1.21B AUM 20.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
NHC
Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

Summit Wealth Partners's VOO Position: Q2 2026 in Review

Summit Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 0.08% in Q2 2026, buying an estimated $667 and bringing the position to 1,210 shares worth $831K. The position accounts for 0.12% of the portfolio, ranked #127.

Summit Wealth Partners first reported a position in VOO in Q2 2020 and has held it in 13 quarters since. 2,293 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Summit Wealth Partners held 1,210 shares of Vanguard S&P 500 ETF worth $831K as of Q2 2026.
  • Summit Wealth Partners bought 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
  • Vanguard S&P 500 ETF made up 0.12% of Summit Wealth Partners's portfolio in Q2 2026, its #127 holding.
  • Summit Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 13 quarters since.
  • 2,293 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.