Concurrent Investment Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$17.9M	Buy	249,568 +5,364	+2%	+$399K	0.2%	116
2025 Q4	$17.7M	Buy	244,204 +19,248	+9%	+$1.4M	0.2%	107
2025 Q3	$16.5M	Buy	224,956 +1,548	+0.7%	+$111K	0.29%	74
2025 Q2	$15.6M	Buy	223,408 +31,720	+17%	+$2.08M	0.3%	72
2025 Q1	$12.4M	Buy	191,688 +21,060	+12%	+$1.41M	0.3%	72
2024 Q4	$11.3M	Sell	170,628 -1,036	-0.6%	-$70.3K	0.31%	73
2024 Q3	$11.3M	Buy	171,664 +43,092	+34%	+$2.71M	0.34%	74
2024 Q2	$7.78M	Buy	128,572 +12,012	+10%	+$730K	0.26%	89
2024 Q1	$7.28M	Buy	116,560 +1,816	+2%	+$107K	0.3%	79
2023 Q4	$6.67M	Buy	+114,744	New	+$6.13M	0.32%	77

Other funds holding VO

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

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

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

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

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return