Concurrent Investment Advisors, LLC Vanguard Mid Cap Growth Index Transaction History
Concurrent Investment Advisors, LLC
- $5.83 Trillion
- Q3 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 21,929 shares of VOT stock, worth $6.14 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
21,929
Previous 20,132
8.93%
Holding current value
$6.14 Million
Previous $5.73 Billion
12.53%
% of portfolio
0.11%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding VOT
# of Institutions
1,148Shares Held
41.4MCall Options Held
15KPut Options Held
9.2K-
Axiom Advisory, LLC San Diego, CA3.1MShares$868 Million6.91% of portfolio
-
Morgan Stanley New York, NY2.93MShares$819 Million0.05% of portfolio
-
Assetmark, Inc2.16MShares$604 Million1.39% of portfolio
-
Royal Bank Of Canada Toronto, A61.97MShares$552 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.93MShares$539 Million0.04% of portfolio