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
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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 |
|---|---|---|---|
| 2025-09-30 | $12M | 48k | 254.28 |
| 2025-06-30 | $11M | 45k | 236.98 |
| 2025-03-31 | $7.8M | 35k | 221.75 |
| 2024-12-31 | $11M | 45k | 240.28 |
| 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 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors