Concurrent Investment Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2M	Buy	56,778 +15,127	+36%	+$2.93M	0.1%	233
2026 Q1	$7.68M	Buy	41,651 +2,195	+6%	+$410K	0.08%	260
2025 Q4	$7M	Buy	39,456 +3,088	+8%	+$540K	0.08%	265
2025 Q3	$6.35M	Buy	36,368 +4,462	+14%	+$759K	0.11%	198
2025 Q2	$5.25M	Buy	31,906 +2,241	+8%	+$355K	0.1%	209
2025 Q1	$4.76M	Buy	29,665 +3,404	+13%	+$557K	0.12%	191
2024 Q4	$4.25M	Buy	26,261 +1,763	+7%	+$297K	0.11%	183
2024 Q3	$4.11M	Buy	24,498 +2,514	+11%	+$400K	0.12%	179
2024 Q2	$3.31M	Buy	21,984 +1,070	+5%	+$162K	0.11%	195
2024 Q1	$3.26M	Buy	20,914 +1,004	+5%	+$147K	0.13%	170
2023 Q4	$2.89M	Buy	+19,910	New	+$2.67M	0.14%	165

Other funds holding VOE

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 36% in Q2 2026, buying an estimated $2.93M and bringing the position to 56,778 shares worth $11.2M. The position accounts for 0.1% of the portfolio, ranked #233.

Concurrent Investment Advisors first reported a position in VOE in Q4 2023 and has held it in 11 quarters since. 1,245 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

Concurrent Investment Advisors held 56,778 shares of Vanguard Morningstar Mid-Cap Value ETF worth $11.2M as of Q2 2026.
Concurrent Investment Advisors bought 15,127 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $2.93M.
Vanguard Morningstar Mid-Cap Value ETF made up 0.1% of Concurrent Investment Advisors's portfolio in Q2 2026, its #233 holding.
Concurrent Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,245 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

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