Concurrent Investment Advisors, LLC Vanguard Small Cap Growth ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,782 shares of VBK stock, worth $2.27 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,782
Previous 8,334 6.62%
Holding current value
$2.27 Million
Previous $2.31 Billion 0.36%
% of portfolio
0.04%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
SELL
$276.51 - $305.12 $152,633 - $168,426
-552 Reduced 6.62%
7,782 $2.32 Billion
Q2 2025

Jul 25, 2025
BUY
$219.76 - $276.94 $222,397 - $280,263
1,012 Added 13.82%
8,334 $2.31 Billion
Q1 2025

Apr 29, 2025
BUY
$247.97 - $296.33 $217,221 - $259,585
876 Added 13.59%
7,322 $1.84 Billion
Q4 2024

Feb 03, 2025
BUY
$264.18 - $304.19 $73,706 - $84,869
279 Added 4.52%
6,446 $1.81 Billion
Q3 2024

Oct 30, 2024
BUY
$240.48 - $267.94 $636,069 - $708,701
2,645 Added 75.1%
6,167 $1.65 Billion
Q2 2024

Jul 30, 2024
BUY
$237.63 - $258.31 $12,356 - $13,432
52 Added 1.5%
3,522 $881 Million
Q1 2024

May 07, 2024
BUY
$231.0 - $260.72 $81,312 - $91,773
352 Added 11.29%
3,470 $905 Million
Q4 2023

Apr 15, 2024
BUY
$196.36 - $245.46 $612,250 - $765,344
3,118 New
3,118 $754 Million

Others Institutions Holding VBK

# of Institutions
1,278
Shares Held
45.1M
Call Options Held
45.8K
Put Options Held
26K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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