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 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	0.06%	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return