CIA
VB icon

Concurrent Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Concurrent Investment Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23M Buy
75,758
+12,635
+20% +$3.62M 0.2% 105
2026
Q1 		$16.5M Sell
63,123
-697
-1% -$189K 0.18% 126
2025
Q4 		$16.5M Buy
63,820
+15,441
+32% +$3.96M 0.19% 116
2025
Q3 		$12.3M Buy
48,379
+3,774
+8% +$936K 0.21% 100
2025
Q2 		$10.6M Buy
44,605
+9,468
+27% +$2.11M 0.2% 105
2025
Q1 		$7.79M Sell
35,137
-10,164
-22% -$2.43M 0.19% 118
2024
Q4 		$10.9M Buy
45,301
+9,067
+25% +$2.23M 0.29% 75
2024
Q3 		$8.6M Buy
36,234
+15,469
+74% +$3.51M 0.25% 88
2024
Q2 		$4.53M Buy
20,765
+1,267
+6% +$278K 0.15% 149
2024
Q1 		$4.46M Sell
19,498
-2,501
-11% -$538K 0.18% 131
2023
Q4 		$4.69M Buy
+21,999
New +$4.24M 0.22% 101

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 20% in Q2 2026, buying an estimated $3.62M and bringing the position to 75,758 shares worth $23M. The position accounts for 0.2% of the portfolio, ranked #105.

Concurrent Investment Advisors first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Concurrent Investment Advisors held 75,758 shares of Vanguard Morningstar Small-Cap ETF worth $23M as of Q2 2026.
  • Concurrent Investment Advisors bought 12,635 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.62M.
  • Vanguard Morningstar Small-Cap ETF made up 0.2% of Concurrent Investment Advisors's portfolio in Q2 2026, its #105 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

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