Concurrent Investment Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 165,625 shares of VYM stock, worth $23.4 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

165,625

Previous 155,159 6.75%

Holding current value

$23.4 Million

Previous $20.7 Billion 12.86%

% of portfolio

0.4%

Previous 0.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$132.9 - $142.03 $1.39 Million - $1.49 Million	10,466 Added 6.75%	165,625 $23.3 Billion
Q2 2025 Jul 25, 2025	BUY	$114.78 - $133.31 $1.3 Million - $1.51 Million	11,362 Added 7.9%	155,159 $20.7 Billion
Q1 2025 Apr 29, 2025	BUY	$126.11 - $135.06 $1.34 Million - $1.44 Million	10,660 Added 8.01%	143,797 $18.5 Billion
Q4 2024 Feb 03, 2025	SELL	$126.68 - $134.74 $1.94 Million - $2.06 Million	-15,313 Reduced 10.32%	133,137 $17 Billion
Q3 2024 Oct 30, 2024	SELL	$117.9 - $128.2 $785,685 - $854,324	-6,664 Reduced 4.3%	148,450 $19 Billion
Q2 2024 Jul 30, 2024	BUY	$114.71 - $121.51 $1.89 Million - $2 Million	16,493 Added 11.9%	155,114 $18.4 Billion
Q1 2024 May 07, 2024	BUY	$109.98 - $120.99 $559,798 - $615,839	5,090 Added 3.81%	138,621 $16.8 Billion
Q4 2023 Apr 15, 2024	BUY	$98.71 - $111.84 $13.2 Million - $14.9 Million	133,531 New	133,531 $14.9 Billion

Others Institutions Holding VYM

# of Institutions

2,049

Shares Held

192M

Call Options Held

2.08M

Put Options Held

216K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Concurrent Investment Advisors, LLC Vanguard Whitehall Fds (Vangua Transaction History