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 Q3	$1.95K	Sell	9 -60	-87%	-$13.5K	﹤0.01%	708
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $517M AUM 13.11% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Stordahl Capital Management Greenwood Village, Colorado $542M AUM 12.15% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Concord Wealth Partners reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 87% in Q3 2026, selling an estimated $13.5K and leaving 9 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Concord Wealth Partners first reported a position in VOOV in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.1K in Q2 2026. 409 funds tracked by Wall St. Rank hold VOOV as of Q3 2026.

Concord Wealth Partners held 9 shares of Vanguard S&P 500 Value ETF worth $1.95K as of Q3 2026.
Concord Wealth Partners sold 60 Vanguard S&P 500 Value ETF shares in Q3 2026, an estimated $13.5K.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #708 holding.
Concord Wealth Partners first reported a position in Vanguard S&P 500 Value ETF in Q4 2021 and has held it in 18 quarters since.
Concord Wealth Partners's Vanguard S&P 500 Value ETF position peaked at $15.1K in Q2 2026.
409 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2026.

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