Concurrent Investment Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,322 shares of VBK stock, worth $1.93 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,322

Previous 6,446 13.59%

Holding current value

$1.93 Million

Previous $1.81 Billion 2.11%

% of portfolio

0.04%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$247.97 - $296.33 $217,221 - $259,585	876 Added 13.59%	7,322 $1.84 Billion
Q4 2024 Feb 03, 2025	BUY	$264.18 - $304.19 $73,706 - $84,869	279 Added 4.52%	6,446 $1.81 Billion
Q3 2024 Oct 30, 2024	BUY	$240.48 - $267.94 $636,069 - $708,701	2,645 Added 75.1%	6,167 $1.65 Billion
Q2 2024 Jul 30, 2024	BUY	$237.63 - $258.31 $12,356 - $13,432	52 Added 1.5%	3,522 $881 Million
Q1 2024 May 07, 2024	BUY	$231.0 - $260.72 $81,312 - $91,773	352 Added 11.29%	3,470 $905 Million
Q4 2023 Apr 15, 2024	BUY	$196.36 - $245.46 $612,250 - $765,344	3,118 New	3,118 $754 Million

Others Institutions Holding VBK

# of Institutions

1,209

Shares Held

44.8M

Call Options Held

48.5K

Put Options Held

33K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Vanguard Small Cap Growth ETF Transaction History