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Vanguard Materials ETF shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Vanguard Materials ETF (VAW) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Vanguard Materials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Materials 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 Materials ETF by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 4.8k 211.49
2024-06-30 $962k 5.0k 192.64
2024-03-31 $1.2M 5.7k 204.40
2023-12-31 $1.3M 6.9k 189.92

More positions owned by Concurrent Investment Advisors

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Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Vanguard Materials ETF

Bank of America Corporation
Beacon Capital Management
Envestnet Asset Management
Empower Advisory Group
Manufacturers Life Insurance Company
Morgan Stanley
Wells Fargo & Company
Northwestern Mutual Wealth Management Company
LPL Financial
Cetera Investment Advisers
Green Harvest Asset Management
CI Private Wealth
Stifel Financial
TrueWealth Financial Partners
Jpmorgan Chase & Co

View all funds holding Vanguard Materials ETF