Concurrent Investment Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Buy	68,744 +1,875	+3%	+$286K	0.09%	241
2026 Q1	$9.25M	Sell	66,869 -55,978	-46%	-$8.05M	0.1%	221
2025 Q4	$17.3M	Buy	122,847 +56,888	+86%	+$7.95M	0.2%	111
2025 Q3	$9.09M	Buy	65,959 +13,865	+27%	+$1.84M	0.16%	132
2025 Q2	$6.7M	Buy	52,094 +8,254	+19%	+$987K	0.13%	176
2025 Q1	$5.08M	Buy	43,840 +3,594	+9%	+$430K	0.12%	182
2024 Q4	$4.73M	Sell	40,246 -479	-1%	-$57.5K	0.13%	165
2024 Q3	$4.87M	Buy	40,725 +854	+2%	+$98.2K	0.14%	150
2024 Q2	$4.49M	Buy	39,871 +13,767	+53%	+$1.52M	0.15%	151
2024 Q1	$2.88M	Buy	+26,104	New	+$2.76M	0.12%	185

Other funds holding VT

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Total World Stock ETF (VT) stake by 2.8% in Q2 2026, buying an estimated $286K and bringing the position to 68,744 shares worth $10.8M. The position accounts for 0.09% of the portfolio, ranked #241.

Concurrent Investment Advisors first reported a position in VT in Q1 2024 and has held it in 10 quarters since. The position peaked at $17.3M in Q4 2025. 582 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Concurrent Investment Advisors held 68,744 shares of Vanguard Total World Stock ETF worth $10.8M as of Q2 2026.
Concurrent Investment Advisors bought 1,875 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $286K.
Vanguard Total World Stock ETF made up 0.09% of Concurrent Investment Advisors's portfolio in Q2 2026, its #241 holding.
Concurrent Investment Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2024 and has held it in 10 quarters since.
Concurrent Investment Advisors's Vanguard Total World Stock ETF position peaked at $17.3M in Q4 2025.
582 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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