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

Summitry 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
2026
Q2 		– Sell
-434
Closed -$259K – 377
2026
Q1 		$259K Sell
434
-1,175
-73% -$735K 0.01% 238
2025
Q4 		$1.01M Buy
+1,609
New +$1,000K 0.04% 69
2023
Q1 		– Sell
-3,455
Closed -$1.21M – 99
2022
Q4 		$1.21M Buy
+3,455
New +$1.22M 0.09% 57

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Summitry LLC's VOO Position: Q2 2026 in Review

Summitry LLC sold out of Vanguard S&P 500 ETF (VOO) in Q2 2026, closing a stake of 434 shares — an estimated $259K sold.

Summitry LLC first reported a position in VOO in Q4 2022 and held it in 3 quarters. The position peaked at $1.21M in Q4 2022. 3,994 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Summitry LLC reported no remaining Vanguard S&P 500 ETF position as of Q2 2026 after selling out during the quarter.
  • Summitry LLC sold 434 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $259K.
  • Summitry LLC first reported a position in Vanguard S&P 500 ETF in Q4 2022 and held it in 3 quarters.
  • Summitry LLC's Vanguard S&P 500 ETF position peaked at $1.21M in Q4 2022.
  • 3,994 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.