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Vanguard Long-Term Bond ETF shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Vanguard Long-Term Bond ETF (BLV) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Vanguard Long-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Long-Term Bond ETF held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Long-Term Bond ETF by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 30k 75.17
2024-06-30 $2.1M 30k 70.29
2024-03-31 $2.1M 29k 72.33
2023-12-31 $1.8M 24k 74.58

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First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Vanguard Long-Term Bond ETF

Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Envestnet Portfolio Solutions
Lincoln National
Bank of America Corporation
Bank of New York Mellon
Morgan Stanley
Goldman Sachs Group
Royal Bank of Canada
Koss-Olinger Consulting
Cambridge Investment Research Advisors
Beacon Capital Management
Charles Schwab Investment Management
Cetera Investment Advisers

View all funds holding Vanguard Long-Term Bond ETF