Vanguard Mid-Cap Value ETF shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 36k | 174.58 |
| 2025-06-30 | $5.2M | 32k | 164.46 |
| 2025-03-31 | $4.8M | 30k | 160.54 |
| 2024-12-31 | $4.2M | 26k | 161.77 |
| 2024-09-30 | $4.1M | 25k | 167.67 |
| 2024-06-30 | $3.3M | 22k | 150.43 |
| 2024-03-31 | $3.3M | 21k | 155.91 |
| 2023-12-31 | $2.9M | 20k | 145.00 |
More positions owned by Concurrent Investment Advisors
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