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Vanguard Small-Cap ETF shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap 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 Small-Cap ETF by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.6M 36k 237.21
2024-06-30 $4.5M 21k 218.04
2024-03-31 $4.5M 20k 228.58
2023-12-31 $4.7M 22k 213.32