Concurrent Investment Advisors’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.48M	Sell	34,065 -660	-2%	-$84.2K	0.04%	464
2026 Q1	$4.2M	Sell	34,725 -2,037	-6%	-$260K	0.05%	397
2025 Q4	$4.91M	Buy	36,762 +706	+2%	+$91.7K	0.06%	333
2025 Q3	$4.73M	Sell	36,056 -3,709	-9%	-$480K	0.08%	253
2025 Q2	$5.06M	Sell	39,765 -50	-0.1%	-$5.96K	0.1%	220
2025 Q1	$4.76M	Buy	39,815 +8,910	+29%	+$1.09M	0.12%	192
2024 Q4	$3.65M	Sell	30,905 -1,656	-5%	-$196K	0.1%	213
2024 Q3	$3.58M	Sell	32,561 -1,236	-4%	-$131K	0.11%	203
2024 Q2	$3.38M	Sell	33,797 -4,277	-11%	-$427K	0.11%	188
2024 Q1	$3.9M	Sell	38,074 -7,966	-17%	-$764K	0.16%	144
2023 Q4	$4.25M	Buy	+46,040	New	+$3.87M	0.2%	118

Other funds holding VFH

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Vanguard Financials ETF (VFH) stake by 1.9% in Q2 2026, selling an estimated $84.2K and leaving 34,065 shares worth $4.48M. The position accounts for 0.04% of the portfolio, ranked #464.

Concurrent Investment Advisors first reported a position in VFH in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.06M in Q2 2025. 761 funds tracked by Wall St. Rank hold VFH as of Q2 2026.

Concurrent Investment Advisors held 34,065 shares of Vanguard Financials ETF worth $4.48M as of Q2 2026.
Concurrent Investment Advisors sold 660 Vanguard Financials ETF shares in Q2 2026, an estimated $84.2K.
Vanguard Financials ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #464 holding.
Concurrent Investment Advisors first reported a position in Vanguard Financials ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Vanguard Financials ETF position peaked at $5.06M in Q2 2025.
761 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2026.

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