Concurrent Investment Advisors, LLC Vanguard Mid Cap Value Index F Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 36,368 shares of VOE stock, worth $6.33 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
36,368
Previous 31,906
13.98%
Holding current value
$6.33 Million
Previous $5.25 Billion
21.0%
% of portfolio
0.11%
Previous 0.1%
Shares
8 transactions
Others Institutions Holding VOE
# of Institutions
1,251Shares Held
71MCall Options Held
37.3KPut Options Held
9.6K-
Morgan Stanley New York, NY4.61MShares$803 Million0.05% of portfolio
-
Assetmark, Inc4.26MShares$743 Million1.69% of portfolio
-
Betterment LLC New York, NY4.13MShares$720 Million1.45% of portfolio
-
Bank Of America Corp Charlotte, NC3.06MShares$532 Million0.04% of portfolio
-
Royal Bank Of Canada Toronto, A62.74MShares$477 Million0.09% of portfolio