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 Q2	$1.39M	Hold	2,020	–	–	0.21%	87
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

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

Concord Asset Management (Virginia)'s VOO Position: Q2 2026 in Review

Concord Asset Management (Virginia) held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 2,020 shares worth $1.39M. The position accounts for 0.21% of the portfolio, ranked #87.

Concord Asset Management (Virginia) first reported a position in VOO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.62M in Q2 2025. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Concord Asset Management (Virginia) held 2,020 shares of Vanguard S&P 500 ETF worth $1.39M as of Q2 2026.
Concord Asset Management (Virginia) left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.21% of Concord Asset Management (Virginia)'s portfolio in Q2 2026, its #87 holding.
Concord Asset Management (Virginia) first reported a position in Vanguard S&P 500 ETF in Q2 2025 and has held it in 5 quarters since.
Concord Asset Management (Virginia)'s Vanguard S&P 500 ETF position peaked at $1.62M in Q2 2025.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Concord Asset Management (Virginia)'s 13F filing for Q2 2026, filed 27 Jul 2026.