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Concord Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

Concord Wealth Partners’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 		$1.92M Buy
2,801
+17
+0.6% +$11.3K 0.22% 99
2026
Q1 		$1.66M Buy
2,784
+11
+0.4% +$6.88K 0.22% 102
2025
Q4 		$1.74M Sell
2,773
-14
-0.5% -$8.7K 0.23% 99
2025
Q3 		$1.71M Sell
2,787
-60
-2% -$35.4K 0.24% 97
2025
Q2 		$1.62M Buy
2,847
+1,830
+180% +$962K 0.24% 97
2025
Q1 		$523K Buy
1,017
+96
+10% +$51.9K 0.09% 145
2024
Q4 		$496K Buy
921
+287
+45% +$155K 0.08% 145
2024
Q3 		$335K Buy
634
+112
+21% +$56.9K 0.06% 162
2024
Q2 		$261K Hold
522
– – 0.05% 174
2024
Q1 		$251K Buy
522
+20
+4% +$9.15K 0.05% 186
2023
Q4 		$219K Buy
502
+126
+34% +$51.6K 0.04% 187
2023
Q3 		$148K Buy
376
+225
+149% +$92K 0.03% 227
2023
Q2 		$61.3K Buy
151
+56
+59% +$21.6K 0.01% 335
2023
Q1 		$35.6K Buy
95
+1
+1% +$367 0.01% 396
2022
Q4 		$33.2K Buy
+94
New +$33.2K 0.01% 450
2022
Q3 		– Sell
-82
Closed -$28K – 1126
2022
Q2 		$28K Buy
82
+37
+82% +$13.9K 0.01% 472
2022
Q1 		$19K Buy
45
+10
+29% +$4.09K ﹤0.01% 643
2021
Q4 		$15K Buy
35
+29
+483% +$12.2K ﹤0.01% 702
2021
Q3 		$2K Hold
6
– – ﹤0.01% 785
2021
Q2 		$2K Sell
6
-12
-67% -$4.61K ﹤0.01% 923
2021
Q1 		$7K Buy
+18
New +$6.38K ﹤0.01% 635

Other funds holding VOO

Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Concord Wealth Partners's VOO Position: Q2 2026 in Review

Concord Wealth Partners increased its Vanguard S&P 500 ETF (VOO) stake by 0.61% in Q2 2026, buying an estimated $11.3K and bringing the position to 2,801 shares worth $1.92M. The position accounts for 0.22% of the portfolio, ranked #99.

Concord Wealth Partners first reported a position in VOO in Q1 2021 and has held it in 21 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Concord Wealth Partners held 2,801 shares of Vanguard S&P 500 ETF worth $1.92M as of Q2 2026.
  • Concord Wealth Partners bought 17 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $11.3K.
  • Vanguard S&P 500 ETF made up 0.22% of Concord Wealth Partners's portfolio in Q2 2026, its #99 holding.
  • Concord Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 21 quarters since.
  • 4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.