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Vg - U.s. Total Corp Bonds total corp bnd shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Vg - U.s. Total Corp Bonds total corp bnd (VTC) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Vg - U.s. Total Corp Bonds total corp bnd

Tip: Access up to 7 years of quarterly data

All positions including Vg - U.s. Total Corp Bonds total corp bnd held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vg - U.s. Total Corp Bonds total corp bnd by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $11M 136k 76.80

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Amazon Call Option (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom Call Option (AVGO)
Vanguard Index Fds Total Stk Mkt (VTI)
Micron Technology (MU)
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Vanguard Index Fds Growth Etf (VUG)

View all positions for Concurrent Investment Advisors

Top funds holding Vg - U.s. Total Corp Bonds total corp bnd

Nepc
Wedmont Private Capital
Pathstone Holdings
Mill Creek Capital Advisors
Capital Asset Advisory Services
Axxcess Wealth Management
Bank of America Corporation
Warwick Investment Management
Citadel Advisors
Mml Investors Services
UBS Group
LPL Financial
CoreCap Advisors
Beacon Pointe Advisors
Sax Wealth Advisors

View all funds holding Vg - U.s. Total Corp Bonds total corp bnd