Concurrent Investment Advisors, LLC Vanguard Mid Cap ETF Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 56,239 shares of VO stock, worth $16.1 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

56,239

Previous 55,852 0.69%

Holding current value

$16.1 Million

Previous $15.6 Billion 5.7%

% of portfolio

0.28%

Previous 0.3%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$279.83 - $293.74 $108,294 - $113,677	387 Added 0.69%	56,239 $16.5 Billion
Q2 2025 Jul 25, 2025	BUY	$228.54 - $279.83 $1.81 Million - $2.22 Million	7,930 Added 16.55%	55,852 $15.6 Billion
Q1 2025 Apr 29, 2025	BUY	$251.87 - $277.95 $1.33 Million - $1.46 Million	5,265 Added 12.34%	47,922 $12.4 Billion
Q4 2024 Feb 03, 2025	SELL	$261.5 - $284.63 $67,728 - $73,719	-259 Reduced 0.6%	42,657 $11.3 Billion
Q3 2024 Oct 30, 2024	BUY	$237.84 - $263.83 $2.56 Million - $2.84 Million	10,773 Added 33.52%	42,916 $11.3 Billion

Q2 2024 Jul 30, 2024	BUY	$234.99 - $248.98 $705,674 - $747,686	3,003 Added 10.31%	32,143 $7.78 Billion
Q1 2024 May 07, 2024	BUY	$225.86 - $249.86 $102,540 - $113,436	454 Added 1.58%	29,140 $7.28 Billion
Q4 2023 Apr 15, 2024	BUY	$195.66 - $233.95 $5.61 Million - $6.71 Million	28,686 New	28,686 $6.67 Billion

Others Institutions Holding VO

# of Institutions

2,519

Shares Held

221M

Call Options Held

55K

Put Options Held

34.5K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Vanguard Mid Cap ETF Transaction History