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

Summit Wealth & Retirement Planning’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	$4.58M	Sell	6,673 -636	-9%	-$424K	0.97%	21
2026 Q1	$4.37M	Sell	7,309 -280	-4%	-$175K	1.04%	20
2025 Q4	$4.76M	Buy	7,589 +101	+1%	+$62.8K	1.12%	18
2025 Q3	$4.59M	Sell	7,488 -51	-0.7%	-$30.1K	1.13%	19
2025 Q2	$4.28M	Buy	7,539 +833	+12%	+$438K	1.15%	19
2025 Q1	$3.45M	Buy	6,706 +5,891	+723%	+$3.18M	1.06%	20
2024 Q4	$439K	Buy	+815	New	+$441K	0.14%	48
2021 Q2	–	Sell	-3,222	Closed	-$1.17M	–	100
2021 Q1	$1.17M	Buy	3,222 +836	+35%	+$296K	0.44%	40
2020 Q4	$820K	Hold	2,386	–	–	0.31%	61
2020 Q3	$734K	Buy	2,386 +674	+39%	+$205K	0.32%	56
2020 Q2	$485K	Buy	+1,712	New	+$461K	0.23%	74

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 Wealth & Retirement Planning's VOO Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 8.7% in Q2 2026, selling an estimated $424K and leaving 6,673 shares worth $4.58M. The position accounts for 0.97% of the portfolio, ranked #21.

Summit Wealth & Retirement Planning first reported a position in VOO in Q2 2020 and has held it in 11 quarters since. The position peaked at $4.76M in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Summit Wealth & Retirement Planning held 6,673 shares of Vanguard S&P 500 ETF worth $4.58M as of Q2 2026.
Summit Wealth & Retirement Planning sold 636 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $424K.
Vanguard S&P 500 ETF made up 0.97% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #21 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 11 quarters since.
Summit Wealth & Retirement Planning's Vanguard S&P 500 ETF position peaked at $4.76M in Q4 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.