Concurrent Investment Advisors, LLC Vanguard Growth ETF Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 99,487 shares of VUG stock, worth $45.2 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

99,487

Previous 86,230 15.37%

Holding current value

$45.2 Million

Previous $32 Billion 36.4%

% of portfolio

0.84%

Previous 0.78%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$329.49 - $438.4 $4.37 Million - $5.81 Million	13,257 Added 15.37%	99,487 $43.6 Billion
Q1 2025 Apr 29, 2025	BUY	$369.1 - $427.61 $3.01 Million - $3.49 Million	8,150 Added 10.44%	86,230 $32 Billion
Q4 2024 Feb 03, 2025	BUY	$378.79 - $428.11 $1.44 Million - $1.63 Million	3,811 Added 5.13%	78,080 $32 Billion
Q3 2024 Oct 30, 2024	BUY	$341.08 - $391.94 $6.14 Million - $7.05 Million	17,997 Added 31.98%	74,269 $28.5 Billion
Q2 2024 Jul 30, 2024	BUY	$322.46 - $377.11 $2.22 Million - $2.6 Million	6,897 Added 13.97%	56,272 $21 Billion
Q1 2024 May 07, 2024	BUY	$301.05 - $346.61 $1.54 Million - $1.78 Million	5,130 Added 11.59%	49,375 $17 Billion
Q4 2023 Apr 15, 2024	BUY	$261.54 - $312.16 $11.6 Million - $13.8 Million	44,245 New	44,245 $13.8 Billion

Others Institutions Holding VUG

# of Institutions

2,720

Shares Held

266M

Call Options Held

319K

Put Options Held

315K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Concurrent Investment Advisors, LLC Vanguard Growth ETF Transaction History