Concurrent Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$56.3M	Buy	175,449 +6,326	+4%	+$2.12M	0.61%	22
2025 Q4	$56.7M	Buy	169,123 +20,602	+14%	+$6.85M	0.65%	20
2025 Q3	$48.7M	Buy	148,521 +1,115	+0.8%	+$352K	0.84%	12
2025 Q2	$44.8M	Buy	147,406 +17,242	+13%	+$4.85M	0.87%	12
2025 Q1	$35.8M	Sell	130,164 -12,696	-9%	-$3.69M	0.87%	16
2024 Q4	$41.4M	Sell	142,860 -11,594	-8%	-$3.38M	1.11%	11
2024 Q3	$43.7M	Sell	154,454 -5,910	-4%	-$1.61M	1.29%	9
2024 Q2	$42.9M	Buy	160,364 +17,684	+12%	+$4.58M	1.41%	10
2024 Q1	$37.1M	Buy	142,680 +5,865	+4%	+$1.45M	1.5%	8
2023 Q4	$32.5M	Buy	+136,815	New	+$30.2M	1.53%	7

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 3.7% in Q1 2026, buying an estimated $2.12M and bringing the position to 175,449 shares worth $56.3M. The position accounts for 0.61% of the portfolio, ranked #22.

Concurrent Investment Advisors first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $56.7M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Concurrent Investment Advisors held 175,449 shares of Vanguard Total Stock Market ETF worth $56.3M as of Q1 2026.
Concurrent Investment Advisors bought 6,326 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.12M.
Vanguard Total Stock Market ETF made up 0.61% of Concurrent Investment Advisors's portfolio in Q1 2026, its #22 holding.
Concurrent Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Vanguard Total Stock Market ETF position peaked at $56.7M in Q4 2025.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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