Concurrent Investment Advisors, LLC Vanguard Small Cap ETF Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 44,605 shares of VB stock, worth $11.4 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

44,605

Previous 35,137 26.95%

Holding current value

$11.4 Million

Previous $7.79 Billion 35.66%

% of portfolio

0.2%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$193.73 - $237.37 $1.83 Million - $2.25 Million	9,468 Added 26.95%	44,605 $10.6 Billion
Q1 2025 Apr 29, 2025	SELL	$217.89 - $252.64 $2.21 Million - $2.57 Million	-10,164 Reduced 22.44%	35,137 $7.79 Billion
Q4 2024 Feb 03, 2025	BUY	$233.76 - $261.58 $2.12 Million - $2.37 Million	9,067 Added 25.02%	45,301 $10.9 Billion
Q3 2024 Oct 30, 2024	BUY	$214.77 - $237.72 $3.32 Million - $3.68 Million	15,469 Added 74.5%	36,234 $8.6 Billion
Q2 2024 Jul 30, 2024	BUY	$210.76 - $226.94 $267,032 - $287,532	1,267 Added 6.5%	20,765 $4.53 Billion
Q1 2024 May 07, 2024	SELL	$204.0 - $228.59 $510,204 - $571,703	-2,501 Reduced 11.37%	19,498 $4.46 Billion
Q4 2023 Apr 15, 2024	BUY	$175.26 - $215.9 $3.86 Million - $4.75 Million	21,999 New	21,999 $4.69 Billion

Others Institutions Holding VB

# of Institutions

2,401

Shares Held

168M

Call Options Held

73.6K

Put Options Held

16.3K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

More about VB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC Vanguard Small Cap ETF Transaction History