Concurrent Investment Advisors’s Vanguard S&P Small-Cap 600 Value ETF VIOV Stock Holding History
Bought
Maintained
Sold
Other funds holding VIOV
AL
NEWAS
CAI
CFS
GFA
AI
Concurrent Investment Advisors's VIOV Position: Q1 2026 in Review
Concurrent Investment Advisors increased its Vanguard S&P Small-Cap 600 Value ETF (VIOV) stake by 7.8% in Q1 2026, buying an estimated $1.44M and bringing the position to 192,669 shares worth $19.6M. The position accounts for 0.21% of the portfolio, ranked #102.
Concurrent Investment Advisors first reported a position in VIOV in Q4 2025 and has held it in 2 quarters since. 214 funds tracked by Wall St. Rank hold VIOV as of Q1 2026.
- Concurrent Investment Advisors held 192,669 shares of Vanguard S&P Small-Cap 600 Value ETF worth $19.6M as of Q1 2026.
- Concurrent Investment Advisors bought 13,901 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $1.44M.
- Vanguard S&P Small-Cap 600 Value ETF made up 0.21% of Concurrent Investment Advisors's portfolio in Q1 2026, its #102 holding.
- Concurrent Investment Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q4 2025 and has held it in 2 quarters since.
- 214 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2026.
Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.