Concord Wealth Partners
VOO icon

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
Q3 		$1.94M Sell
2,773
-28
-1% -$19.6K 0.23% 91
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Concord Wealth Partners's VOO Position: Q3 2026 in Review

Concord Wealth Partners reduced its Vanguard S&P 500 ETF (VOO) stake by 1% in Q3 2026, selling an estimated $19.6K and leaving 2,773 shares worth $1.94M. The position accounts for 0.23% of the portfolio, ranked #91.

Concord Wealth Partners first reported a position in VOO in Q1 2021 and has held it in 22 quarters since. 2,830 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

  • Concord Wealth Partners held 2,773 shares of Vanguard S&P 500 ETF worth $1.94M as of Q3 2026.
  • Concord Wealth Partners sold 28 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $19.6K.
  • Vanguard S&P 500 ETF made up 0.23% of Concord Wealth Partners's portfolio in Q3 2026, its #91 holding.
  • Concord Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.