Concurrent Investment Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 60,231 shares of VMBS stock, worth $2.77 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

60,231

Previous 50,240 19.89%

Holding current value

$2.77 Million

Previous $2.33 Billion 19.96%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$45.2 - $46.6 $451,593 - $465,580	9,991 Added 19.89%	60,231 $2.79 Billion
Q1 2025 Apr 29, 2025	BUY	$44.68 - $46.49 $23,144 - $24,081	518 Added 1.04%	50,240 $2.33 Billion
Q4 2024 Feb 03, 2025	BUY	$45.17 - $47.23 $115,815 - $121,097	2,564 Added 5.44%	49,722 $2.25 Billion
Q3 2024 Oct 30, 2024	BUY	$44.9 - $47.55 $13,874 - $14,692	309 Added 0.66%	47,158 $2.23 Billion
Q2 2024 Jul 30, 2024	SELL	$44.15 - $45.75 $42,737 - $44,286	-968 Reduced 2.02%	46,849 $2.13 Billion
Q1 2024 May 07, 2024	BUY	$44.98 - $46.29 $31,530 - $32,449	701 Added 1.49%	47,817 $2.18 Billion
Q4 2023 Apr 15, 2024	BUY	$42.3 - $46.59 $1.99 Million - $2.2 Million	47,116 New	47,116 $2.18 Billion

Others Institutions Holding VMBS

# of Institutions

686

Shares Held

377M

Call Options Held

100

Put Options Held

11.4K

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History