Concurrent Investment Advisors’s Vanguard Industrials ETF VIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.78M	Sell	7,719 -208	-3%	-$70.5K	0.02%	613
2026 Q1	$2.48M	Sell	7,927 -25	-0.3%	-$8.12K	0.03%	548
2025 Q4	$2.37M	Buy	7,952 +786	+11%	+$233K	0.03%	520
2025 Q3	$2.12M	Sell	7,166 -64	-0.9%	-$18.5K	0.04%	450
2025 Q2	$2.02M	Sell	7,230 -280	-4%	-$72.3K	0.04%	429
2025 Q1	$1.86M	Sell	7,510 -471	-6%	-$122K	0.05%	378
2024 Q4	$2.03M	Sell	7,981 -523	-6%	-$139K	0.05%	323
2024 Q3	$2.21M	Sell	8,504 -497	-6%	-$122K	0.07%	287
2024 Q2	$2.12M	Sell	9,001 -2,210	-20%	-$526K	0.07%	262
2024 Q1	$2.74M	Sell	11,211 -2,047	-15%	-$465K	0.11%	191
2023 Q4	$2.92M	Buy	+13,258	New	+$2.67M	0.14%	161

Other funds holding VIS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Vanguard Industrials ETF (VIS) stake by 2.6% in Q2 2026, selling an estimated $70.5K and leaving 7,719 shares worth $2.78M. The position accounts for 0.02% of the portfolio, ranked #613.

Concurrent Investment Advisors first reported a position in VIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.92M in Q4 2023. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

Concurrent Investment Advisors held 7,719 shares of Vanguard Industrials ETF worth $2.78M as of Q2 2026.
Concurrent Investment Advisors sold 208 Vanguard Industrials ETF shares in Q2 2026, an estimated $70.5K.
Vanguard Industrials ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #613 holding.
Concurrent Investment Advisors first reported a position in Vanguard Industrials ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Vanguard Industrials ETF position peaked at $2.92M in Q4 2023.
619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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