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

Concurrent Investment Advisors’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 Q2	$16.8M	Buy	202,832 +37,544	+23%	+$2.98M	0.14%	152
2026 Q1	$11.2M	Buy	165,288 +128,352	+347%	+$9.28M	0.12%	181
2025 Q4	$2.74M	Buy	36,936 +12,450	+51%	+$916K	0.03%	475
2025 Q3	$1.78M	Buy	24,486 +198	+0.8%	+$13.7K	0.03%	497
2025 Q2	$1.61M	Sell	24,288 -2,604	-10%	-$155K	0.03%	482
2025 Q1	$1.5M	Buy	26,892 +3,558	+15%	+$216K	0.04%	431
2024 Q4	$1.42M	Buy	23,334 +8,316	+55%	+$499K	0.04%	405
2024 Q3	$864K	Buy	15,018 +114	+0.8%	+$6.33K	0.03%	501
2024 Q2	$828K	Buy	14,904 +246	+2%	+$12.8K	0.03%	479
2024 Q1	$744K	Buy	+14,658	New	+$708K	0.03%	446

Other funds holding VOOG

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

SWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 23% in Q2 2026, buying an estimated $2.98M and bringing the position to 202,832 shares worth $16.8M. The position accounts for 0.14% of the portfolio, ranked #152.

Concurrent Investment Advisors first reported a position in VOOG in Q1 2024 and has held it in 10 quarters since. 350 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Concurrent Investment Advisors held 202,832 shares of Vanguard S&P 500 Growth ETF worth $16.8M as of Q2 2026.
Concurrent Investment Advisors bought 37,544 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $2.98M.
Vanguard S&P 500 Growth ETF made up 0.14% of Concurrent Investment Advisors's portfolio in Q2 2026, its #152 holding.
Concurrent Investment Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q1 2024 and has held it in 10 quarters since.
350 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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