Accordant Advisory Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Accordant Advisory Group’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	$332K	Hold	555	–	–	0.21%	39
2025 Q4	$348K	Hold	555	–	–	0.24%	40
2025 Q3	$340K	Hold	555	–	–	0.23%	45
2025 Q2	$315K	Hold	555	–	–	0.23%	45
2025 Q1	$285K	Hold	555	–	–	0.28%	30
2024 Q4	$299K	Hold	555	–	–	0.29%	36
2024 Q3	$293K	Hold	555	–	–	0.23%	41
2024 Q2	$278K	Sell	555 -10	-2%	-$4.81K	0.26%	48
2024 Q1	$272K	Buy	+565	New	+$259K	0.2%	72

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

Accordant Advisory Group's VOO Position: Q1 2026 in Review

Accordant Advisory Group held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 555 shares worth $332K. The position accounts for 0.21% of the portfolio, ranked #39.

Accordant Advisory Group first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. The position peaked at $348K in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Accordant Advisory Group held 555 shares of Vanguard S&P 500 ETF worth $332K as of Q1 2026.
Accordant Advisory Group left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.21% of Accordant Advisory Group's portfolio in Q1 2026, its #39 holding.
Accordant Advisory Group first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Accordant Advisory Group's Vanguard S&P 500 ETF position peaked at $348K in Q4 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.