Concurrent Investment Advisors, LLC Vanguard Total Stock Market Et Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 147,406 shares of VTI stock, worth $46.1 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

147,406

Previous 130,164 13.25%

Holding current value

$46.1 Million

Previous $35.8 Billion 25.23%

% of portfolio

0.87%

Previous 0.87%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$243.75 - $303.93 $4.2 Million - $5.24 Million	17,242 Added 13.25%	147,406 $44.8 Billion
Q1 2025 Apr 29, 2025	SELL	$271.18 - $303.12 $3.44 Million - $3.85 Million	-12,696 Reduced 8.89%	130,164 $35.8 Billion
Q4 2024 Feb 03, 2025	SELL	$280.04 - $302.45 $3.25 Million - $3.51 Million	-11,594 Reduced 7.51%	142,860 $41.4 Billion
Q3 2024 Oct 30, 2024	SELL	$255.18 - $283.2 $1.51 Million - $1.67 Million	-5,910 Reduced 3.69%	154,454 $43.7 Billion
Q2 2024 Jul 30, 2024	BUY	$245.23 - $269.4 $4.34 Million - $4.76 Million	17,684 Added 12.39%	160,364 $42.9 Billion
Q1 2024 May 07, 2024	BUY	$232.77 - $260.14 $1.37 Million - $1.53 Million	5,865 Added 4.29%	142,680 $37.1 Billion
Q4 2023 Apr 15, 2024	BUY	$203.12 - $238.25 $27.8 Million - $32.6 Million	136,815 New	136,815 $32.5 Billion

Others Institutions Holding VTI

# of Institutions

3,511

Shares Held

526M

Call Options Held

1.09M

Put Options Held

724K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Concurrent Investment Advisors, LLC Vanguard Total Stock Market Et Transaction History