Concurrent Investment Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$694K	Buy	6,928 +804	+13%	+$83.8K	0.01%	1058
2025 Q4	$610K	Buy	6,124 +1,450	+31%	+$144K	0.01%	1059
2025 Q3	$457K	Sell	4,674 -3,329	-42%	-$309K	0.01%	953
2025 Q2	$698K	Buy	8,003 +5,340	+201%	+$434K	0.01%	728
2025 Q1	$215K	Buy	+2,663	New	+$234K	0.01%	1095
2024 Q4	–	Sell	-2,384	Closed	-$213K	–	1216
2024 Q3	$213K	Buy	+2,384	New	+$206K	0.01%	923

Other funds holding VTWO

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Russell 2000 ETF (VTWO) stake by 13% in Q1 2026, buying an estimated $83.8K and bringing the position to 6,928 shares worth $694K. The position accounts for 0.01% of the portfolio, ranked #1058.

Concurrent Investment Advisors first reported a position in VTWO in Q3 2024 and has held it in 6 quarters since. The position peaked at $698K in Q2 2025. 677 funds tracked by Wall St. Rank hold VTWO as of Q1 2026.

Concurrent Investment Advisors held 6,928 shares of Vanguard Russell 2000 ETF worth $694K as of Q1 2026.
Concurrent Investment Advisors bought 804 Vanguard Russell 2000 ETF shares in Q1 2026, an estimated $83.8K.
Vanguard Russell 2000 ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1058 holding.
Concurrent Investment Advisors first reported a position in Vanguard Russell 2000 ETF in Q3 2024 and has held it in 6 quarters since.
Concurrent Investment Advisors's Vanguard Russell 2000 ETF position peaked at $698K in Q2 2025.
677 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2026.

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