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

Concurrent Investment Advisors’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 Q1	–	Sell	-985	Closed	-$202K	–	2056
2025 Q4	$202K	Buy	+985	New	+$199K	﹤0.01%	1635
2025 Q3	–	Sell	-1,524	Closed	-$288K	–	1609
2025 Q2	$288K	Buy	+1,524	New	+$274K	0.01%	1082
2025 Q1	–	Sell	-16,113	Closed	-$2.97M	–	1341
2024 Q4	$2.97M	Buy	16,113 +3,650	+29%	+$700K	0.08%	250
2024 Q3	$2.38M	Sell	12,463 -2,373	-16%	-$436K	0.07%	267
2024 Q2	$2.61M	Buy	14,836 +225	+2%	+$39.7K	0.09%	225
2024 Q1	$2.64M	Sell	14,611 -1,377	-9%	-$237K	0.11%	199
2023 Q4	$2.69M	Buy	+15,988	New	+$2.48M	0.13%	175

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

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

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

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

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

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

Concurrent Investment Advisors sold out of Vanguard S&P 500 Value ETF (VOOV) in Q1 2026, closing a stake of 985 shares — an estimated $202K sold.

Concurrent Investment Advisors first reported a position in VOOV in Q4 2023 and held it in 7 quarters. The position peaked at $2.97M in Q4 2024. 438 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

Concurrent Investment Advisors reported no remaining Vanguard S&P 500 Value ETF position as of Q1 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 985 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $202K.
Concurrent Investment Advisors first reported a position in Vanguard S&P 500 Value ETF in Q4 2023 and held it in 7 quarters.
Concurrent Investment Advisors's Vanguard S&P 500 Value ETF position peaked at $2.97M in Q4 2024.
438 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

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