Concurrent Investment Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Concurrent Investment Advisors’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 Q1	$206M	Buy	344,117 +56,533	+20%	+$35.4M	2.24%	4
2025 Q4	$180M	Buy	287,584 +40,789	+17%	+$25.3M	2.05%	5
2025 Q3	$151M	Sell	246,795 -9,567	-4%	-$5.64M	2.59%	3
2025 Q2	$146M	Buy	256,362 +23,986	+10%	+$12.6M	2.81%	2
2025 Q1	$119M	Buy	232,376 +46,219	+25%	+$25M	2.9%	2
2024 Q4	$100M	Sell	186,157 -19,341	-9%	-$10.5M	2.7%	3
2024 Q3	$108M	Buy	205,498 +22,684	+12%	+$11.5M	3.2%	2
2024 Q2	$91.4M	Buy	182,814 +61,208	+50%	+$29.5M	3%	2
2024 Q1	$58.5M	Buy	121,606 +18,616	+18%	+$8.52M	2.36%	3
2023 Q4	$45M	Buy	+102,990	New	+$42.2M	2.12%	4

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Concurrent Investment Advisors's VOO Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 20% in Q1 2026, buying an estimated $35.4M and bringing the position to 344,117 shares worth $206M. The position accounts for 2.24% of the portfolio, ranked #4.

Concurrent Investment Advisors first reported a position in VOO in Q4 2023 and has held it in 10 quarters since. 3,831 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Concurrent Investment Advisors held 344,117 shares of Vanguard S&P 500 ETF worth $206M as of Q1 2026.
Concurrent Investment Advisors bought 56,533 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $35.4M.
Vanguard S&P 500 ETF made up 2.24% of Concurrent Investment Advisors's portfolio in Q1 2026, its #4 holding.
Concurrent Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
3,831 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.