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 Q2	$275K	Sell	400 -155	-28%	-$103K	0.19%	46
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

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

Accordant Advisory Group's VOO Position: Q2 2026 in Review

Accordant Advisory Group reduced its Vanguard S&P 500 ETF (VOO) stake by 28% in Q2 2026, selling an estimated $103K and leaving 400 shares worth $275K. The position accounts for 0.19% of the portfolio, ranked #46.

Accordant Advisory Group first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. The position peaked at $348K in Q4 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Accordant Advisory Group held 400 shares of Vanguard S&P 500 ETF worth $275K as of Q2 2026.
Accordant Advisory Group sold 155 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $103K.
Vanguard S&P 500 ETF made up 0.19% of Accordant Advisory Group's portfolio in Q2 2026, its #46 holding.
Accordant Advisory Group first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Accordant Advisory Group's Vanguard S&P 500 ETF position peaked at $348K in Q4 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.