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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Summit Wealth & Retirement Planning's VOO Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Vanguard S&P 500 ETF (VOO) stake by 3.7% in Q1 2026, selling an estimated $175K and leaving 7,309 shares worth $4.37M. The position accounts for 1.04% of the portfolio, ranked #20.

Summit Wealth & Retirement Planning first reported a position in VOO in Q2 2020 and has held it in 10 quarters since. The position peaked at $4.76M in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Summit Wealth & Retirement Planning held 7,309 shares of Vanguard S&P 500 ETF worth $4.37M as of Q1 2026.
Summit Wealth & Retirement Planning sold 280 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $175K.
Vanguard S&P 500 ETF made up 1.04% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #20 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard S&P 500 ETF in Q2 2020 and has held it in 10 quarters since.
Summit Wealth & Retirement Planning's Vanguard S&P 500 ETF position peaked at $4.76M 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 & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.