Vanguard S&p 500 Etf idx shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Vanguard S&p 500 Etf idx
Tip: Access up to 7 years of quarterly data
All positions including Vanguard S&p 500 Etf idx held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard S&p 500 Etf idx by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $151M | 247k | 612.38 |
| 2025-06-30 | $146M | 256k | 568.03 |
| 2025-03-31 | $119M | 232k | 513.91 |
| 2024-12-31 | $100M | 186k | 538.81 |
| 2024-09-30 | $108M | 206k | 527.67 |
| 2024-06-30 | $91M | 183k | 500.13 |
| 2024-03-31 | $59M | 122k | 480.70 |
| 2023-12-31 | $45M | 103k | 436.80 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors