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 Q2	$373M	Buy	543,613 +199,496	+58%	+$133M	3.18%	1
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

Concurrent Investment Advisors's VOO Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard S&P 500 ETF (VOO) stake by 58% in Q2 2026, buying an estimated $133M and bringing the position to 543,613 shares worth $373M. The position accounts for 3.18% of the portfolio, ranked #1.

Concurrent Investment Advisors first reported a position in VOO in Q4 2023 and has held it in 11 quarters since. 4,005 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Concurrent Investment Advisors held 543,613 shares of Vanguard S&P 500 ETF worth $373M as of Q2 2026.
Concurrent Investment Advisors bought 199,496 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $133M.
Vanguard S&P 500 ETF made up 3.18% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1 holding.
Concurrent Investment Advisors first reported a position in Vanguard S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
4,005 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.