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Summit X LLC’s Vanguard S&P 500 ETF VOO Stock Holding History

Summit X LLC’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
2025
Q3 		– Sell
-3,700
Closed -$2.1M – 231
2025
Q2 		$2.1M Buy
3,700
+1,931
+109% +$1.01M 0.39% 54
2025
Q1 		$909K Buy
1,769
+112
+7% +$60.5K 0.19% 97
2024
Q4 		$893K Buy
1,657
+198
+14% +$107K 0.2% 87
2024
Q3 		$730K Hold
1,459
– – 0.18% 95
2024
Q2 		$730K Buy
1,459
+25
+2% +$12K 0.16% 102
2024
Q1 		$690K Buy
1,434
+13
+0.9% +$5.95K 0.18% 102
2023
Q4 		$621K Sell
1,421
-127
-8% -$52K 0.18% 104
2023
Q3 		$608K Buy
+1,548
New +$633K 0.19% 95
2021
Q4 		– Sell
-1,014
Closed -$400K – 271
2021
Q3 		$400K Buy
1,014
+24
+2% +$9.74K 0.1% 196
2021
Q2 		$390K Buy
990
+25
+3% +$9.6K 0.1% 195
2021
Q1 		$351K Buy
965
+265
+38% +$94K 0.1% 203
2020
Q4 		$240K Buy
+700
New +$228K 0.07% 222

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit X LLC's VOO Position: Q3 2025 in Review

Summit X LLC sold out of Vanguard S&P 500 ETF (VOO) in Q3 2025, closing a stake of 3,700 shares — an estimated $2.1M sold.

Summit X LLC first reported a position in VOO in Q4 2020 and held it in 12 quarters. The position peaked at $2.1M in Q2 2025. 3,465 funds tracked by Wall St. Rank hold VOO as of Q3 2025.

  • Summit X LLC reported no remaining Vanguard S&P 500 ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 3,700 Vanguard S&P 500 ETF shares in Q3 2025, an estimated $2.1M.
  • Summit X LLC first reported a position in Vanguard S&P 500 ETF in Q4 2020 and held it in 12 quarters.
  • Summit X LLC's Vanguard S&P 500 ETF position peaked at $2.1M in Q2 2025.
  • 3,465 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.