Concurrent Investment Advisors’s Vanguard Morningstar 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 Q2	$107M	Buy	290,150 +114,701	+65%	+$41M	0.91%	11
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 $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 65% in Q2 2026, buying an estimated $41M and bringing the position to 290,150 shares worth $107M. The position accounts for 0.91% of the portfolio, ranked #11.

Concurrent Investment Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Concurrent Investment Advisors held 290,150 shares of Vanguard Morningstar Total Stock Market ETF worth $107M as of Q2 2026.
Concurrent Investment Advisors bought 114,701 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $41M.
Vanguard Morningstar Total Stock Market ETF made up 0.91% of Concurrent Investment Advisors's portfolio in Q2 2026, its #11 holding.
Concurrent Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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