Vanguard Small-Cap Value ETF shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 50k | 208.71 |
| 2025-06-30 | $9.9M | 51k | 195.01 |
| 2025-03-31 | $9.3M | 50k | 186.29 |
| 2024-12-31 | $10M | 51k | 198.18 |
| 2024-09-30 | $10M | 51k | 200.78 |
| 2024-06-30 | $8.6M | 47k | 182.52 |
| 2024-03-31 | $8.8M | 46k | 191.88 |
| 2023-12-31 | $8.4M | 47k | 179.97 |
More positions owned by Concurrent Investment Advisors
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