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

Concord Wealth Partners’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.1K	Buy	+69	New	+$14.9K	﹤0.01%	518
2026 Q1	–	Sell	-69	Closed	-$14.1K	–	769
2025 Q4	$14.1K	Hold	69	–	–	﹤0.01%	492
2025 Q3	$13.7K	Hold	69	–	–	﹤0.01%	498
2025 Q2	$13K	Hold	69	–	–	﹤0.01%	511
2025 Q1	$12.6K	Hold	69	–	–	﹤0.01%	487
2024 Q4	$12.6K	Buy	69 +61	+763%	+$11.7K	﹤0.01%	504
2024 Q3	$1.61K	Hold	8	–	–	﹤0.01%	765
2024 Q2	$1.48K	Hold	8	–	–	﹤0.01%	692
2024 Q1	$1.52K	Hold	8	–	–	﹤0.01%	769
2023 Q4	$1.41K	Hold	8	–	–	﹤0.01%	744
2023 Q3	$1.23K	Hold	8	–	–	﹤0.01%	925
2023 Q2	$1.29K	Hold	8	–	–	﹤0.01%	920
2023 Q1	$1.21K	Hold	8	–	–	﹤0.01%	874
2022 Q4	$1.15K	Buy	+8	New	+$1.1K	﹤0.01%	1033
2022 Q3	–	Sell	-8	Closed	-$1K	–	1128
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	1209
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	1260
2021 Q4	$1K	Buy	+8	New	+$1.18K	﹤0.01%	1272

Other funds holding VOOV

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Concord Wealth Partners opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q2 2026: 69 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VOOV as recently as Q4 2025.

Concord Wealth Partners first reported a position in VOOV in Q4 2021 and has held it in 17 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Concord Wealth Partners held 69 shares of Vanguard S&P 500 Value ETF worth $15.1K as of Q2 2026.
Vanguard S&P 500 Value ETF was a new Concord Wealth Partners position in Q2 2026.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #518 holding.
Concord Wealth Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2021 and has held it in 17 quarters since.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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