Concord Asset Management (Virginia)’s Vanguard S&P 500 ETF VOO Stock Holding History

Concord Asset Management (Virginia)’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	$1.21M	Hold	2,020	–	–	0.2%	90
2025 Q4	$1.27M	Hold	2,020	–	–	0.22%	89
2025 Q3	$1.24M	Sell	2,020 -827	-29%	-$487K	0.22%	89
2025 Q2	$1.62M	Buy	+2,847	New	+$1.5M	0.24%	97

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

Concord Asset Management (Virginia)'s VOO Position: Q1 2026 in Review

Concord Asset Management (Virginia) held its Vanguard S&P 500 ETF (VOO) position steady in Q1 2026 at 2,020 shares worth $1.21M. The position accounts for 0.2% of the portfolio, ranked #90.

Concord Asset Management (Virginia) first reported a position in VOO in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.62M in Q2 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Concord Asset Management (Virginia) held 2,020 shares of Vanguard S&P 500 ETF worth $1.21M as of Q1 2026.
Concord Asset Management (Virginia) left its Vanguard S&P 500 ETF share count unchanged in Q1 2026.
Vanguard S&P 500 ETF made up 0.2% of Concord Asset Management (Virginia)'s portfolio in Q1 2026, its #90 holding.
Concord Asset Management (Virginia) first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 4 quarters since.
Concord Asset Management (Virginia)'s Vanguard S&P 500 ETF position peaked at $1.62M in Q2 2025.
3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2026, filed 1 May 2026.