Concurrent Investment Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 70,790 shares of VIOO stock, worth $7.7 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

70,790

Previous 69,508 1.84%

Holding current value

$7.7 Million

Previous $7.04 Billion 11.14%

% of portfolio

0.13%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$100.63 - $112.27 $129,007 - $143,930	1,282 Added 1.84%	70,790 $7.82 Billion
Q2 2025 Jul 25, 2025	BUY	$83.8 - $101.39 $689,674 - $834,439	8,230 Added 13.43%	69,508 $7.04 Billion
Q1 2025 Apr 29, 2025	BUY	$94.32 - $110.46 $231,932 - $271,621	2,459 Added 4.18%	61,278 $5.91 Billion
Q4 2024 Feb 03, 2025	BUY	$105.45 - $117.99 $540,009 - $604,226	5,121 Added 9.54%	58,819 $6.24 Billion
Q3 2024 Oct 30, 2024	BUY	$97.19 - $109.09 $3.14 Million - $3.52 Million	32,261 Added 150.49%	53,698 $5.81 Billion

Q2 2024 Jul 30, 2024	BUY	$93.69 - $101.79 $242,282 - $263,228	2,586 Added 13.72%	21,437 $2.11 Billion
Q1 2024 May 07, 2024	BUY	$93.69 - $101.5 $87,787 - $95,105	937 Added 5.23%	18,851 $1.91 Billion
Q4 2023 Apr 15, 2024	BUY	$81.22 - $100.75 $1.45 Million - $1.8 Million	17,914 New	17,914 $1.78 Billion

Others Institutions Holding VIOO

# of Institutions

387

Shares Held

13.3M

Call Options Held

Put Options Held

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About VANGUARD S&P SMALL CAP 600 ETF

Ticker VIOO
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History