Concurrent Investment Advisors, LLC Vanguard Total World Stk Index Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 65,959 shares of VT stock, worth $9.18 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

65,959

Previous 52,094 26.62%

Holding current value

$9.18 Million

Previous $6.7 Billion 35.76%

% of portfolio

0.16%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$128.41 - $138.03 $1.78 Million - $1.91 Million	13,865 Added 26.62%	65,959 $9.09 Billion
Q2 2025 Jul 25, 2025	BUY	$103.16 - $128.52 $851,482 - $1.06 Million	8,254 Added 18.83%	52,094 $6.7 Billion
Q1 2025 Apr 29, 2025	BUY	$115.08 - $123.97 $413,597 - $445,548	3,594 Added 8.93%	43,840 $5.08 Billion
Q4 2024 Feb 03, 2025	SELL	$117.09 - $123.07 $56,086 - $58,950	-479 Reduced 1.18%	40,246 $4.73 Billion
Q3 2024 Oct 30, 2024	BUY	$107.72 - $119.96 $91,992 - $102,445	854 Added 2.14%	40,725 $4.87 Billion

Q2 2024 Jul 30, 2024	BUY	$104.94 - $113.51 $1.44 Million - $1.56 Million	13,767 Added 52.74%	39,871 $4.49 Billion
Q1 2024 May 07, 2024	BUY	$100.68 - $110.5 $2.63 Million - $2.88 Million	26,104 New	26,104 $2.88 Billion

Others Institutions Holding VT

# of Institutions

1,216

Shares Held

118M

Call Options Held

251K

Put Options Held

94.8K

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About VANGUARD TOTAL WORLD STK INDEX

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Concurrent Investment Advisors, LLC Vanguard Total World Stk Index Transaction History