Concurrent Investment Advisors, LLC Vanguard Large Cap ETF Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 9,339 shares of VV stock, worth $2.9 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

9,339

Previous 8,532 9.46%

Holding current value

$2.9 Million

Previous $2.43 Billion 18.11%

% of portfolio

0.05%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$285.05 - $309.14 $230,035 - $249,475	807 Added 9.46%	9,339 $2.88 Billion
Q2 2025 Jul 25, 2025	BUY	$228.25 - $285.3 $336,212 - $420,246	1,473 Added 20.87%	8,532 $2.43 Billion
Q1 2025 Apr 29, 2025	BUY	$253.32 - $282.66 $1.4 Million - $1.57 Million	5,545 Added 366.25%	7,059 $1.81 Billion
Q4 2024 Feb 03, 2025	SELL	$260.27 - $280.65 $32,533 - $35,081	-125 Reduced 7.63%	1,514 $408 Million
Q3 2024 Oct 30, 2024	BUY	$236.92 - $263.4 $138,361 - $153,825	584 Added 55.36%	1,639 $431 Million

Q2 2024 Jul 30, 2024	SELL	$227.27 - $251.65 $15,908 - $17,615	-70 Reduced 6.22%	1,055 $263 Million
Q1 2024 May 07, 2024	BUY	$214.62 - $240.49 $15,881 - $17,796	74 Added 7.04%	1,125 $270 Million
Q4 2023 Apr 15, 2024	BUY	$188.0 - $219.17 $197,588 - $230,347	1,051 New	1,051 $229 Million

Others Institutions Holding VV

# of Institutions

1,421

Shares Held

107M

Call Options Held

20.7K

Put Options Held

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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Concurrent Investment Advisors, LLC Vanguard Large Cap ETF Transaction History