Vanguard S&p 500 Etf idx shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Vanguard S&p 500 Etf idx
Tip: Access up to 7 years of quarterly data
All positions including Vanguard S&p 500 Etf idx held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 2.8k | 612.45 |
| 2025-06-30 | $1.6M | 2.8k | 568.07 |
| 2025-03-31 | $523k | 1.0k | 514.08 |
| 2024-12-31 | $496k | 921 | 538.95 |
| 2024-09-30 | $335k | 634 | 527.73 |
| 2024-06-30 | $261k | 522 | 500.11 |
| 2024-03-31 | $251k | 522 | 480.68 |
| 2023-12-31 | $219k | 502 | 436.71 |
| 2023-09-30 | $148k | 376 | 392.38 |
| 2023-06-30 | $61k | 151 | 406.19 |
| 2023-03-31 | $36k | 95 | 374.47 |
| 2022-12-31 | $33k | 94 | 353.18 |
| 2022-06-30 | $28k | 82 | 341.46 |
| 2022-03-31 | $19k | 45 | 422.22 |
| 2021-12-31 | $15k | 35 | 428.57 |
| 2021-09-30 | $2.0k | 6 | 333.33 |
| 2021-06-30 | $2.0k | 6 | 333.33 |
| 2021-03-31 | $7.0k | 18 | 388.89 |