Concurrent Investment Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Buy	78,715 +1,949	+3%	+$247K	0.09%	240
2026 Q1	$8.82M	Sell	76,766 -3,991	-5%	-$468K	0.1%	233
2025 Q4	$8.96M	Buy	80,757 +9,967	+14%	+$1.11M	0.1%	210
2025 Q3	$7.82M	Buy	70,790 +1,282	+2%	+$137K	0.13%	160
2025 Q2	$7.04M	Buy	69,508 +8,230	+13%	+$786K	0.14%	161
2025 Q1	$5.91M	Buy	61,278 +2,459	+4%	+$256K	0.14%	153
2024 Q4	$6.24M	Buy	58,819 +5,121	+10%	+$566K	0.17%	125
2024 Q3	$5.81M	Buy	53,698 +32,261	+150%	+$3.36M	0.17%	127
2024 Q2	$2.11M	Buy	21,437 +2,586	+14%	+$254K	0.07%	263
2024 Q1	$1.91M	Buy	18,851 +937	+5%	+$91.1K	0.08%	252
2023 Q4	$1.78M	Buy	+17,914	New	+$1.6M	0.08%	248

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 2.5% in Q2 2026, buying an estimated $247K and bringing the position to 78,715 shares worth $10.8M. The position accounts for 0.09% of the portfolio, ranked #240.

Concurrent Investment Advisors first reported a position in VIOO in Q4 2023 and has held it in 11 quarters since. 406 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Concurrent Investment Advisors held 78,715 shares of Vanguard S&P Small-Cap 600 ETF worth $10.8M as of Q2 2026.
Concurrent Investment Advisors bought 1,949 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $247K.
Vanguard S&P Small-Cap 600 ETF made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #240 holding.
Concurrent Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2023 and has held it in 11 quarters since.
406 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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