Concurrent Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.6M	Buy	235,116 +44,559	+23%	+$10.2M	0.47%	32
2026 Q1	$41M	Buy	190,557 +3,633	+2%	+$810K	0.45%	34
2025 Q4	$41.1M	Buy	186,924 +15,078	+9%	+$3.29M	0.47%	37
2025 Q3	$37.1M	Buy	171,846 +10,189	+6%	+$2.14M	0.64%	28
2025 Q2	$33.1M	Buy	161,657 +87,250	+117%	+$16.9M	0.64%	27
2025 Q1	$14.4M	Buy	74,407 +3,388	+5%	+$674K	0.35%	57
2024 Q4	$13.9M	Sell	71,019 -3,241	-4%	-$647K	0.37%	55
2024 Q3	$14.7M	Buy	74,260 +11,039	+17%	+$2.1M	0.43%	49
2024 Q2	$11.5M	Buy	63,221 +4,713	+8%	+$848K	0.38%	59
2024 Q1	$10.7M	Buy	58,508 +39,216	+203%	+$6.89M	0.43%	54
2023 Q4	$3.29M	Buy	+19,292	New	+$3.1M	0.16%	149

Other funds holding VIG

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TPI

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Dividend Appreciation ETF (VIG) stake by 23% in Q2 2026, buying an estimated $10.2M and bringing the position to 235,116 shares worth $55.6M. The position accounts for 0.47% of the portfolio, ranked #32.

Concurrent Investment Advisors first reported a position in VIG in Q4 2023 and has held it in 11 quarters since. 1,091 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

Concurrent Investment Advisors held 235,116 shares of Vanguard Dividend Appreciation ETF worth $55.6M as of Q2 2026.
Concurrent Investment Advisors bought 44,559 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $10.2M.
Vanguard Dividend Appreciation ETF made up 0.47% of Concurrent Investment Advisors's portfolio in Q2 2026, its #32 holding.
Concurrent Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2023 and has held it in 11 quarters since.
1,091 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

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