Concurrent Investment Advisors, LLC Vanguard Mid Cap Value Index F Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 36,368 shares of VOE stock, worth $6.32 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
36,368
Previous 31,906 13.98%
Holding current value
$6.32 Million
Previous $5.25 Billion 21.0%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 27, 2025
BUY
$164.63 - $174.58 $734,579 - $778,975
4,462 Added 13.98%
36,368 $6.35 Billion
Q2 2025

Jul 25, 2025
BUY
$141.87 - $164.49 $317,930 - $368,622
2,241 Added 7.55%
31,906 $5.25 Billion
Q1 2025

Apr 29, 2025
BUY
$156.61 - $168.02 $533,100 - $571,940
3,404 Added 12.96%
29,665 $4.76 Billion
Q4 2024

Feb 03, 2025
BUY
$160.89 - $176.18 $283,649 - $310,605
1,763 Added 7.2%
26,261 $4.25 Billion
Q3 2024

Oct 30, 2024
BUY
$149.02 - $167.67 $374,636 - $421,522
2,514 Added 11.44%
24,498 $4.11 Billion
Q2 2024

Jul 30, 2024
BUY
$146.82 - $155.77 $157,097 - $166,673
1,070 Added 5.12%
21,984 $3.31 Billion
Q1 2024

May 07, 2024
BUY
$141.07 - $155.91 $141,634 - $156,533
1,004 Added 5.04%
20,914 $3.26 Billion
Q4 2023

Apr 15, 2024
BUY
$124.27 - $145.8 $2.47 Million - $2.9 Million
19,910 New
19,910 $2.89 Billion

Others Institutions Holding VOE

# of Institutions
1,275
Shares Held
73.3M
Call Options Held
30.9K
Put Options Held
7.7K
View Full List

About VANGUARD MID-CAP VALUE INDEX F

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