Concurrent Investment Advisors, LLC Vanguard Mun Bd Fds Tax Exempt Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Mun Bd Fds Tax Exempt stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 117,969 shares of VTEB stock, worth $5.93 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

117,969

Previous 97,027 21.58%

Holding current value

$5.93 Million

Previous $4.76 Billion 24.16%

% of portfolio

0.1%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$48.5 - $50.19 $1.02 Million - $1.05 Million	20,942 Added 21.58%	117,969 $5.91 Billion
Q2 2025 Jul 25, 2025	BUY	$48.13 - $49.85 $926,021 - $959,114	19,240 Added 24.73%	97,027 $4.76 Billion
Q1 2025 Apr 29, 2025	BUY	$49.25 - $50.66 $108,596 - $111,705	2,205 Added 2.92%	77,787 $3.86 Billion
Q4 2024 Feb 03, 2025	SELL	$49.79 - $51.14 $315,120 - $323,665	-6,329 Reduced 7.73%	75,582 $3.79 Billion
Q3 2024 Oct 30, 2024	BUY	$49.93 - $51.15 $296,384 - $303,626	5,936 Added 7.81%	81,911 $4.19 Billion

Q2 2024 Jul 30, 2024	SELL	$49.55 - $50.44 $697,267 - $709,791	-14,072 Reduced 15.63%	75,975 $3.81 Billion
Q1 2024 May 07, 2024	BUY	$50.36 - $51.06 $415,470 - $421,245	8,250 Added 10.09%	90,047 $4.56 Billion
Q4 2023 Apr 15, 2024	BUY	$47.36 - $51.14 $3.87 Million - $4.18 Million	81,797 New	81,797 $4.18 Billion

Others Institutions Holding VTEB

# of Institutions

1,379

Shares Held

605M

Call Options Held

282K

Put Options Held

56K

View Full List

About VANGUARD MUN BD FDS TAX-EXEMPT

Ticker VTEB
Sector ETFs
Industry ETFs

More about VTEB

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 Mun Bd Fds Tax Exempt Transaction History