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Vanguard Admiral Fds Inc cmn shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc cmn (VIOO) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Vanguard Admiral Fds Inc cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Admiral Fds Inc cmn 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 Admiral Fds Inc cmn by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8M 54k 108.18
2024-06-30 $2.1M 21k 98.21
2024-03-31 $1.9M 19k 101.50
2023-12-31 $1.8M 18k 99.18

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Vanguard Admiral Fds Inc cmn

Orgel Wealth Management
Bank of America Corporation
Morgan Stanley
Mariner Wealth Advisors
LPL Financial
HPM Partners
Cetera Investment Advisers
Wells Fargo & Company
Commonwealth Equity Services
Savant Capital Management
One Day In July
Raymond James Financial Services Advisors
Royal Bank of Canada
Advisor Group Holdings
Carolinas Wealth Consulting

View all funds holding Vanguard Admiral Fds Inc cmn