Concurrent Investment Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 61,278 shares of VIOO stock, worth $5.66 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

61,278

Previous 58,819 4.18%

Holding current value

$5.66 Million

Previous $6.24 Billion 5.18%

% of portfolio

0.14%

Previous 0.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$94.32 - $110.46 $231,932 - $271,621	2,459 Added 4.18%	61,278 $5.91 Billion
Q4 2024 Feb 03, 2025	BUY	$105.45 - $117.99 $540,009 - $604,226	5,121 Added 9.54%	58,819 $6.24 Billion
Q3 2024 Oct 30, 2024	BUY	$97.19 - $109.09 $3.14 Million - $3.52 Million	32,261 Added 150.49%	53,698 $5.81 Billion
Q2 2024 Jul 30, 2024	BUY	$93.69 - $101.79 $242,282 - $263,228	2,586 Added 13.72%	21,437 $2.11 Billion
Q1 2024 May 07, 2024	BUY	$93.69 - $101.5 $87,787 - $95,105	937 Added 5.23%	18,851 $1.91 Billion
Q4 2023 Apr 15, 2024	BUY	$81.22 - $100.75 $1.45 Million - $1.8 Million	17,914 New	17,914 $1.78 Billion

Others Institutions Holding VIOO

# of Institutions

363

Shares Held

13.8M

Call Options Held

Put Options Held

View Full List

About VANGUARD S&P SMALL CAP 600 ETF

Ticker VIOO
Sector ETFs
Industry ETFs

More about VIOO

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Concurrent Investment Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History