Concurrent Investment Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$682K	Sell	6,980 -7,777	-53%	-$776K	0.01%	1070
2025 Q4	$1.33M	Buy	14,757 +6,103	+71%	+$552K	0.02%	715
2025 Q3	$760K	Buy	8,654 +368	+4%	+$31.3K	0.01%	749
2025 Q2	$681K	Sell	8,286 -5,156	-38%	-$394K	0.01%	737
2025 Q1	$974K	Sell	13,442 -400	-3%	-$29.3K	0.02%	553
2024 Q4	$983K	Buy	13,842 +148	+1%	+$11.1K	0.03%	489
2024 Q3	$1.07M	Buy	13,694 +483	+4%	+$36.6K	0.03%	441
2024 Q2	$980K	Buy	13,211 +3,071	+30%	+$227K	0.03%	438
2024 Q1	$771K	Buy	10,140 +22	+0.2%	+$1.61K	0.03%	431
2023 Q4	$729K	Buy	+10,118	New	+$687K	0.03%	400

Other funds holding VPL

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Bank of America

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

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

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

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return