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
Download as csvQuarterly reported holdings in Vanguard Mid-Cap Growth ETF by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.4M | 22k | 293.79 |
| 2025-06-30 | $5.7M | 20k | 284.38 |
| 2025-03-31 | $4.6M | 19k | 244.64 |
| 2024-12-31 | $4.6M | 18k | 253.75 |
| 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 |
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