Vanguard Financials ETF shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 36k | 131.24 |
| 2025-06-30 | $5.1M | 40k | 127.30 |
| 2025-03-31 | $4.8M | 40k | 119.47 |
| 2024-12-31 | $3.6M | 31k | 118.07 |
| 2024-09-30 | $3.6M | 33k | 109.91 |
| 2024-06-30 | $3.4M | 34k | 99.88 |
| 2024-03-31 | $3.9M | 38k | 102.39 |
| 2023-12-31 | $4.2M | 46k | 92.26 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors