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

Concurrent Investment Advisors’s Portfolio VIGI Stock Details VIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$913K Buy
9,778
+7,019
+254% +$650K 0.01% 1045
2026
Q1 		$244K Sell
2,759
-651
-19% -$60.1K ﹤0.01% 1623
2025
Q4 		$312K Buy
+3,410
New +$308K ﹤0.01% 1376

Other funds holding VIGI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GFM
GEN Financial Management Plymouth, Minnesota $167M AUM 14.58% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 254% in Q2 2026, buying an estimated $650K and bringing the position to 9,778 shares worth $913K. The position accounts for 0.01% of the portfolio, ranked #1045.

Concurrent Investment Advisors first reported a position in VIGI in Q4 2025 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold VIGI as of Q2 2026.

  • Concurrent Investment Advisors held 9,778 shares of Vanguard International Dividend Appreciation ETF worth $913K as of Q2 2026.
  • Concurrent Investment Advisors bought 7,019 Vanguard International Dividend Appreciation ETF shares in Q2 2026, an estimated $650K.
  • Vanguard International Dividend Appreciation ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1045 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2025 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2026.

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