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

Concord Wealth Partners’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
2026 Q1	$213K	Hold	3,132	–	–	0.03%	199
2025 Q4	$232K	Buy	3,132 +102	+3%	+$7.51K	0.03%	179
2025 Q3	$220K	Sell	3,030 -102	-3%	-$7.05K	0.03%	183
2025 Q2	$207K	Buy	3,132 +102	+3%	+$6.07K	0.03%	197
2025 Q1	$169K	Sell	3,030 -198	-6%	-$12K	0.03%	200
2024 Q4	$197K	Sell	3,228 -72	-2%	-$4.32K	0.03%	199
2024 Q3	$190K	Buy	3,300 +3,276	+13,650%	+$182K	0.03%	206
2024 Q2	$1.36K	Hold	24	–	–	﹤0.01%	700
2024 Q1	$1.25K	Hold	24	–	–	﹤0.01%	783
2023 Q4	$1.11K	Hold	24	–	–	﹤0.01%	754
2023 Q3	$1K	Hold	24	–	–	﹤0.01%	945
2023 Q2	$1.03K	Hold	24	–	–	﹤0.01%	946
2023 Q1	$934	Hold	24	–	–	﹤0.01%	902
2022 Q4	$852	Buy	+24	New	+$867	﹤0.01%	1098
2022 Q3	–	Sell	-24	Closed	-$1K	–	1127
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	1208
2022 Q1	$1K	Hold	24	–	–	﹤0.01%	1259
2021 Q4	$1K	Buy	+24	New	+$1.16K	﹤0.01%	1271

Other funds holding VOOG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Concord Wealth Partners's VOOG Position: Q1 2026 in Review

Concord Wealth Partners held its Vanguard S&P 500 Growth ETF (VOOG) position steady in Q1 2026 at 3,132 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #199.

Concord Wealth Partners first reported a position in VOOG in Q4 2021 and has held it in 17 quarters since. The position peaked at $232K in Q4 2025. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Concord Wealth Partners held 3,132 shares of Vanguard S&P 500 Growth ETF worth $213K as of Q1 2026.
Concord Wealth Partners left its Vanguard S&P 500 Growth ETF share count unchanged in Q1 2026.
Vanguard S&P 500 Growth ETF made up 0.03% of Concord Wealth Partners's portfolio in Q1 2026, its #199 holding.
Concord Wealth Partners first reported a position in Vanguard S&P 500 Growth ETF in Q4 2021 and has held it in 17 quarters since.
Concord Wealth Partners's Vanguard S&P 500 Growth ETF position peaked at $232K in Q4 2025.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.