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Concurrent Investment Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Concurrent Investment Advisors’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.78M Buy
28,667
+3,702
+15% +$1.07M 0.07% 289
2026
Q1 		$6.42M Buy
24,965
+248
+1% +$68.1K 0.07% 299
2025
Q4 		$6.9M Buy
24,717
+2,788
+13% +$798K 0.08% 267
2025
Q3 		$6.44M Buy
21,929
+1,797
+9% +$518K 0.11% 195
2025
Q2 		$5.73M Buy
20,132
+1,161
+6% +$299K 0.11% 196
2025
Q1 		$4.64M Buy
18,971
+979
+5% +$255K 0.11% 201
2024
Q4 		$4.57M Buy
17,992
+403
+2% +$104K 0.12% 171
2024
Q3 		$4.28M Buy
17,589
+2,890
+20% +$673K 0.13% 173
2024
Q2 		$3.37M Buy
14,699
+530
+4% +$122K 0.11% 189
2024
Q1 		$3.34M Buy
14,169
+131
+0.9% +$29.3K 0.13% 165
2023
Q4 		$3.08M Buy
+14,038
New +$2.81M 0.15% 156

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 15% in Q2 2026, buying an estimated $1.07M and bringing the position to 28,667 shares worth $8.78M. The position accounts for 0.07% of the portfolio, ranked #289.

Concurrent Investment Advisors first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 496 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Concurrent Investment Advisors held 28,667 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $8.78M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,702 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.07M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #289 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 496 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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