Concurrent Investment Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History

Concurrent Investment Advisors, LLC

$8.78 Trillion
Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mortg Backed Sec ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 66,163 shares of VMBS stock, worth $3.11 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

66,163

Previous 56,811 16.46%

Holding current value

$3.11 Million

Previous $2.67 Billion 16.76%

% of portfolio

0.04%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	BUY	$46.85 - $47.44 $438,141 - $443,658	9,352 Added 16.46%	66,163 $3.11 Billion
Q3 2025 Oct 27, 2025	SELL	$45.72 - $47.27 $156,362 - $161,663	-3,420 Reduced 5.68%	56,811 $2.67 Billion
Q2 2025 Jul 25, 2025	BUY	$45.2 - $46.6 $451,593 - $465,580	9,991 Added 19.89%	60,231 $2.79 Billion
Q1 2025 Apr 29, 2025	BUY	$44.68 - $46.49 $23,144 - $24,081	518 Added 1.04%	50,240 $2.33 Billion
Q4 2024 Feb 03, 2025	BUY	$45.17 - $47.23 $115,815 - $121,097	2,564 Added 5.44%	49,722 $2.25 Billion

Q3 2024 Oct 30, 2024	BUY	$44.9 - $47.55 $13,874 - $14,692	309 Added 0.66%	47,158 $2.23 Billion
Q2 2024 Jul 30, 2024	SELL	$44.15 - $45.75 $42,737 - $44,286	-968 Reduced 2.02%	46,849 $2.13 Billion
Q1 2024 May 07, 2024	BUY	$44.98 - $46.29 $31,530 - $32,449	701 Added 1.49%	47,817 $2.18 Billion
Q4 2023 Apr 15, 2024	BUY	$42.3 - $46.59 $1.99 Million - $2.2 Million	47,116 New	47,116 $2.18 Billion

Others Institutions Holding VMBS

# of Institutions

722

Shares Held

290M

Call Options Held

Put Options Held

View Full List

About VANGUARD MORTG-BACKED SEC ETF

Ticker VMBS
Sector ETFs
Industry ETFs

More about VMBS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC Vanguard Mortg Backed Sec ETF Transaction History