Concurrent Investment Advisors, LLC Vanguard Utilities ETF Transaction History

Concurrent Investment Advisors, LLC

$8.78 Trillion
Q4 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Utilities ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,103 shares of VPU stock, worth $789,212. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,103

Previous 4,194 2.17%

Holding current value

$789,212

Previous $794 Million 4.42%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 29, 2026	SELL	$190.8 - $202.04 $17,362 - $18,385	-91 Reduced 2.17%	4,103 $759 Million
Q3 2025 Oct 27, 2025	SELL	$175.25 - $189.41 $11,566 - $12,501	-66 Reduced 1.55%	4,194 $794 Million
Q2 2025 Jul 25, 2025	BUY	$158.36 - $178.82 $12,510 - $14,126	79 Added 1.89%	4,260 $752 Million
Q1 2025 Apr 29, 2025	BUY	$161.24 - $173.33 $450,182 - $483,937	2,792 Added 201.01%	4,181 $714 Million
Q4 2024 Feb 03, 2025	SELL	$160.52 - $179.11 $10,112 - $11,283	-63 Reduced 4.34%	1,389 $227 Million

Q3 2024 Oct 30, 2024	SELL	$146.64 - $174.54 $19,209 - $22,864	-131 Reduced 8.28%	1,452 $253 Million
Q2 2024 Jul 30, 2024	BUY	$136.04 - $157.94 $215,351 - $250,019	1,583 New	1,583 $234 Million
Q4 2023 Apr 15, 2024	BUY	$121.65 - $142.23 $232,229 - $271,517	1,909 New	1,909 $262 Million

Others Institutions Holding VPU

# of Institutions

698

Shares Held

13.8M

Call Options Held

26.3K

Put Options Held

4.1K

View Full List

About VANGUARD UTILITIES ETF

Ticker VPU
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Vanguard Utilities ETF Transaction History