Concurrent Investment Advisors, LLC Vanguard Extended Market ETF Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 16,367 shares of VXF stock, worth $2.8 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
16,367
Previous 13,158
24.39%
Holding current value
$2.8 Million
Previous $2.5 Billion
12.79%
% of portfolio
0.07%
Previous 0.07%
Shares
6 transactions
Others Institutions Holding VXF
# of Institutions
968Shares Held
48MCall Options Held
21.5KPut Options Held
3.2K-
Morgan Stanley New York, NY3.37MShares$576 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.14MShares$537 Million1.55% of portfolio
-
Envestnet Asset Management Inc2.74MShares$467 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC1.61MShares$275 Million0.03% of portfolio
-
Fifth Third Bancorp1.2MShares$205 Million0.8% of portfolio