Concurrent Investment Advisors’s Vanguard 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 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 $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concurrent Investment Advisors's VOE Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Vanguard Mid-Cap Value ETF (VOE) stake by 5.6% in Q1 2026, buying an estimated $410K and bringing the position to 41,651 shares worth $7.68M. The position accounts for 0.08% of the portfolio, ranked #260.

Concurrent Investment Advisors first reported a position in VOE in Q4 2023 and has held it in 10 quarters since. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.

Concurrent Investment Advisors held 41,651 shares of Vanguard Mid-Cap Value ETF worth $7.68M as of Q1 2026.
Concurrent Investment Advisors bought 2,195 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $410K.
Vanguard Mid-Cap Value ETF made up 0.08% of Concurrent Investment Advisors's portfolio in Q1 2026, its #260 holding.
Concurrent Investment Advisors first reported a position in Vanguard Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.