Vanguard Dividend Appreciation ETF shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Vanguard Dividend Appreciation ETF (VIG) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Vanguard Dividend Appreciation ETF
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Quarterly reported holdings in Vanguard Dividend Appreciation ETF by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 172k | 215.79 |
| 2025-06-30 | $33M | 162k | 204.67 |
| 2025-03-31 | $14M | 74k | 193.99 |
| 2024-12-31 | $14M | 71k | 195.83 |
| 2024-09-30 | $15M | 74k | 198.06 |
| 2024-06-30 | $12M | 63k | 182.55 |
| 2024-03-31 | $11M | 59k | 182.61 |
| 2023-12-31 | $3.3M | 19k | 170.39 |
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