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Vanguard Mid-Cap Growth ETF shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Vanguard Mid-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mid-Cap Growth 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 Mid-Cap Growth ETF by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 18k 243.47
2024-06-30 $3.4M 15k 229.56
2024-03-31 $3.3M 14k 235.78
2023-12-31 $3.1M 14k 219.56

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 Mid-Cap Growth ETF

Axiom Advisory
Royal Bank of Canada
Morgan Stanley
Assetmark
Bank of America Corporation
Wells Fargo & Company
Pnc Financial Services
Truepoint
Envestnet Asset Management
Tiaa Trust, National Association
EP Wealth Advisors
Jones Financial Companies, L.L
LPL Financial
Northwestern Mutual Wealth Management Company
Rockefeller Capital Management

View all funds holding Vanguard Mid-Cap Growth ETF