Concurrent Investment Advisors, LLC Vanguard Value ETF Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 283,413 shares of VTV stock, worth $50.4 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

283,413

Previous 248,959 13.84%

Holding current value

$50.4 Million

Previous $43 Billion 16.47%

% of portfolio

0.97%

Previous 1.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$153.67 - $176.74 $5.29 Million - $6.09 Million	34,454 Added 13.84%	283,413 $50.1 Billion
Q1 2025 Apr 29, 2025	BUY	$167.73 - $179.21 $2.24 Million - $2.39 Million	13,352 Added 5.67%	248,959 $43 Billion
Q4 2024 Feb 03, 2025	BUY	$168.32 - $181.87 $2.58 Million - $2.78 Million	15,306 Added 6.95%	235,607 $39.9 Billion
Q3 2024 Oct 30, 2024	BUY	$159.75 - $174.57 $4.59 Million - $5.02 Million	28,740 Added 15.0%	220,301 $38.5 Billion
Q2 2024 Jul 30, 2024	BUY	$154.57 - $163.65 $5.09 Million - $5.39 Million	32,944 Added 20.77%	191,561 $30.7 Billion
Q1 2024 May 07, 2024	BUY	$147.46 - $162.86 $2.2 Million - $2.43 Million	14,908 Added 10.37%	158,617 $25.8 Billion
Q4 2023 Apr 15, 2024	BUY	$131.82 - $149.95 $18.9 Million - $21.5 Million	143,709 New	143,709 $21.5 Billion

Others Institutions Holding VTV

# of Institutions

2,644

Shares Held

562M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Concurrent Investment Advisors, LLC Vanguard Value ETF Transaction History