Concurrent Investment Advisors, LLC Vanguard Growth ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 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 106,738 shares of VUG stock, worth $51.5 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
106,738
Previous 99,487 7.29%
Holding current value
$51.5 Million
Previous $43.6 Billion 17.37%
% of portfolio
0.88%
Previous 0.84%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$433.97 - $484.08 $3.15 Million - $3.51 Million
7,251 Added 7.29%
106,738 $51.2 Billion
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
2,820
Shares Held
282M
Call Options Held
352K
Put Options Held
473K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
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