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

Concord Asset Management (Virginia)’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,132
Closed -$207K – 197
2025
Q2 		$207K Buy
+3,132
New +$186K 0.03% 197

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Concord Asset Management (Virginia)'s VOOG Position: Q3 2025 in Review

Concord Asset Management (Virginia) sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q3 2025, closing a stake of 3,132 shares — an estimated $207K sold.

Concord Asset Management (Virginia) first reported a position in VOOG in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 638 funds tracked by Wall St. Rank hold VOOG as of Q3 2025.

  • Concord Asset Management (Virginia) reported no remaining Vanguard S&P 500 Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 3,132 Vanguard S&P 500 Growth ETF shares in Q3 2025, an estimated $207K.
  • Concord Asset Management (Virginia) first reported a position in Vanguard S&P 500 Growth ETF in Q2 2025 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Vanguard S&P 500 Growth ETF position peaked at $207K in Q2 2025.
  • 638 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q3 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2025, filed 5 Nov 2025.