Concentrum Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Concentrum Wealth Management’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	$760K	Buy	1,272 +759	+148%	+$475K	0.22%	51
2025 Q4	$322K	Buy	+513	New	+$319K	0.09%	67
2021 Q4	–	Sell	-514	Closed	-$203K	–	66
2021 Q3	$203K	Hold	514	–	–	0.13%	57
2021 Q2	$202K	Buy	+514	New	+$197K	0.13%	55
2020 Q2	–	Sell	-1,440	Closed	-$341K	–	44
2020 Q1	$341K	Sell	1,440 -769	-35%	-$215K	0.46%	26
2019 Q4	$653K	Hold	2,209	–	–	0.74%	16
2019 Q3	$602K	Sell	2,209 -126	-5%	-$34.2K	0.76%	14
2019 Q2	$628K	Buy	+2,335	New	+$618K	0.75%	12

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

Concentrum Wealth Management's VOO Position: Q1 2026 in Review

Concentrum Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 148% in Q1 2026, buying an estimated $475K and bringing the position to 1,272 shares worth $760K. The position accounts for 0.22% of the portfolio, ranked #51.

Concentrum Wealth Management first reported a position in VOO in Q2 2019 and has held it in 8 quarters since. 3,833 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Concentrum Wealth Management held 1,272 shares of Vanguard S&P 500 ETF worth $760K as of Q1 2026.
Concentrum Wealth Management bought 759 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $475K.
Vanguard S&P 500 ETF made up 0.22% of Concentrum Wealth Management's portfolio in Q1 2026, its #51 holding.
Concentrum Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2019 and has held it in 8 quarters since.
3,833 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.