Vanguard Utilities ETF shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Vanguard Utilities ETF (VPU) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Vanguard Utilities ETF
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Quarterly reported holdings in Vanguard Utilities ETF by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $2.0M | 12k | 171.00 |
| 2026-06-30 | $1.3M | 6.7k | 195.74 |
| 2026-03-31 | $894k | 4.5k | 198.14 |
| 2025-12-31 | $759k | 4.1k | 185.04 |
| 2025-09-30 | $794k | 4.2k | 189.40 |
| 2025-06-30 | $752k | 4.3k | 176.51 |
| 2025-03-31 | $714k | 4.2k | 170.81 |
| 2024-12-31 | $227k | 1.4k | 163.38 |
| 2024-09-30 | $253k | 1.5k | 174.10 |
| 2024-06-30 | $234k | 1.6k | 147.91 |
| 2023-12-31 | $262k | 1.9k | 137.02 |
More positions owned by Concurrent Investment Advisors
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