Concurrent Investment Advisors’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Concurrent Investment Advisors’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$946K	Sell	7,257 -84	-1%	-$10.4K	0.01%	1033
2026 Q1	$839K	Buy	7,341 +429	+6%	+$50.4K	0.01%	951
2025 Q4	$773K	Buy	6,912 +120	+2%	+$13.3K	0.01%	944
2025 Q3	$750K	Buy	6,792 +18	+0.3%	+$1.96K	0.01%	754
2025 Q2	$711K	Buy	6,774 +211	+3%	+$21K	0.01%	721
2025 Q1	$648K	Buy	6,563 +844	+15%	+$88.8K	0.02%	670
2024 Q4	$603K	Buy	+5,719	New	+$621K	0.02%	624

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concurrent Investment Advisors's IVOO Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 1.1% in Q2 2026, selling an estimated $10.4K and leaving 7,257 shares worth $946K. The position accounts for 0.01% of the portfolio, ranked #1033.

Concurrent Investment Advisors first reported a position in IVOO in Q4 2024 and has held it in 7 quarters since. 343 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Concurrent Investment Advisors held 7,257 shares of Vanguard S&P Mid-Cap 400 ETF worth $946K as of Q2 2026.
Concurrent Investment Advisors sold 84 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $10.4K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1033 holding.
Concurrent Investment Advisors first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2024 and has held it in 7 quarters since.
343 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.