Vanguard Value ETF shares owned by Concurrent Investment Advisors
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Concurrent Investment Advisors
from 13F filings
Historical chart of Concurrent Investment Advisors investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Concurrent Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $56M | 299k | 186.49 |
| 2025-06-30 | $50M | 283k | 176.74 |
| 2025-03-31 | $43M | 249k | 172.74 |
| 2024-12-31 | $40M | 236k | 169.30 |
| 2024-09-30 | $39M | 220k | 174.57 |
| 2024-06-30 | $31M | 192k | 160.41 |
| 2024-03-31 | $26M | 159k | 162.86 |
| 2023-12-31 | $22M | 144k | 149.50 |
More positions owned by Concurrent Investment Advisors
View all positions for Concurrent Investment Advisors