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

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 49,701 shares of VBR stock, worth $10.4 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
49,701
Previous 50,710 1.99%
Holding current value
$10.4 Million
Previous $9.89 Billion 4.9%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Oct 27, 2025
SELL
$195.41 - $212.37 $197,168 - $214,281
-1,009 Reduced 1.99%
49,701 $10.4 Billion
Q2 2025

Jul 25, 2025
BUY
$162.76 - $195.77 $107,747 - $129,599
662 Added 1.32%
50,710 $9.89 Billion
Q1 2025

Apr 29, 2025
SELL
$183.02 - $207.75 $116,217 - $131,921
-635 Reduced 1.25%
50,048 $9.32 Billion
Q4 2024

Feb 03, 2025
BUY
$197.36 - $217.3 $5,526 - $6,084
28 Added 0.06%
50,683 $10 Billion
Q3 2024

Oct 30, 2024
BUY
$179.99 - $201.6 $635,724 - $712,051
3,532 Added 7.5%
50,655 $10.2 Billion
Q2 2024

Jul 30, 2024
BUY
$177.65 - $191.11 $183,512 - $197,416
1,033 Added 2.24%
47,123 $8.6 Billion
Q1 2024

May 07, 2024
SELL
$172.45 - $191.88 $99,331 - $110,522
-576 Reduced 1.23%
46,090 $8.84 Billion
Q4 2023

Apr 15, 2024
BUY
$149.18 - $181.94 $6.96 Million - $8.49 Million
46,666 New
46,666 $8.4 Billion

Others Institutions Holding VBR

# of Institutions
1,768
Shares Held
91.2M
Call Options Held
57.9K
Put Options Held
3.1K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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