Concurrent Investment Advisors’s Vanguard Morningstar 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 Q2	$27M	Buy	335,429 +85,861	+34%	+$6.66M	0.23%	84
2026 Q1	$17.9M	Buy	249,568 +5,364	+2%	+$399K	0.19%	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	0.28%	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	0.3%	73
2024 Q3	$11.3M	Buy	171,664 +43,092	+34%	+$2.71M	0.33%	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	0.29%	79
2023 Q4	$6.67M	Buy	+114,744	New	+$6.13M	0.32%	77

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 34% in Q2 2026, buying an estimated $6.66M and bringing the position to 335,429 shares worth $27M. The position accounts for 0.23% of the portfolio, ranked #84.

Concurrent Investment Advisors first reported a position in VO in Q4 2023 and has held it in 11 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Concurrent Investment Advisors held 335,429 shares of Vanguard Morningstar Mid-Cap ETF worth $27M as of Q2 2026.
Concurrent Investment Advisors bought 85,861 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $6.66M.
Vanguard Morningstar Mid-Cap ETF made up 0.23% of Concurrent Investment Advisors's portfolio in Q2 2026, its #84 holding.
Concurrent Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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