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Vanguard Industrials ETF shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Vanguard Industrials ETF (VIS) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Vanguard Industrials ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Industrials ETF 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 Industrials ETF by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 8.5k 260.06
2024-06-30 $2.1M 9.0k 235.23
2024-03-31 $2.7M 11k 244.14
2023-12-31 $2.9M 13k 220.42

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
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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 Industrials ETF

Bank of America Corporation
Green Harvest Asset Management
Beacon Capital Management
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Stifel Financial
Raymond James Financial Services Advisors
Compass Financial Group
Jpmorgan Chase & Co
Cetera Investment Advisers
Raymond James & Associates
Royal Bank of Canada
HighTower Advisors

View all funds holding Vanguard Industrials ETF