Concurrent Investment Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 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 69,508 shares of VIOO stock, worth $7.72 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
69,508
Previous 61,278
13.43%
Holding current value
$7.72 Million
Previous $5.91 Billion
18.98%
% of portfolio
0.14%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding VIOO
# of Institutions
383Shares Held
13.4MCall Options Held
3.4KPut Options Held
600-
Orgel Wealth Management, LLC1.01MShares$112 Million2.7% of portfolio
-
Bank Of America Corp Charlotte, NC845KShares$93.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY770KShares$85.5 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS615KShares$68.3 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY453KShares$50.3 Million0.08% of portfolio