Concurrent Investment Advisors’s Vanguard Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$55.6M	Buy	764,436 +24,600	+3%	+$1.91M	0.61%	23
2025 Q4	$60.2M	Buy	739,836 +99,408	+16%	+$8.07M	0.69%	18
2025 Q3	$51.2M	Buy	640,428 +43,506	+7%	+$3.32M	0.88%	11
2025 Q2	$43.6M	Buy	596,922 +79,542	+15%	+$5.24M	0.84%	14
2025 Q1	$32M	Buy	517,380 +48,900	+10%	+$3.3M	0.78%	19
2024 Q4	$32M	Buy	468,480 +22,866	+5%	+$1.54M	0.86%	20
2024 Q3	$28.5M	Buy	445,614 +107,982	+32%	+$6.69M	0.84%	19
2024 Q2	$21M	Buy	337,632 +41,382	+14%	+$2.41M	0.69%	24
2024 Q1	$17M	Buy	296,250 +30,780	+12%	+$1.69M	0.69%	29
2023 Q4	$13.8M	Buy	+265,470	New	+$12.8M	0.65%	30

Other funds holding VUG

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Growth ETF (VUG) stake by 3.3% in Q1 2026, buying an estimated $1.91M and bringing the position to 764,436 shares worth $55.6M. The position accounts for 0.61% of the portfolio, ranked #23.

Concurrent Investment Advisors first reported a position in VUG in Q4 2023 and has held it in 10 quarters since. The position peaked at $60.2M in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

Concurrent Investment Advisors held 764,436 shares of Vanguard Growth ETF worth $55.6M as of Q1 2026.
Concurrent Investment Advisors bought 24,600 Vanguard Growth ETF shares in Q1 2026, an estimated $1.91M.
Vanguard Growth ETF made up 0.61% of Concurrent Investment Advisors's portfolio in Q1 2026, its #23 holding.
Concurrent Investment Advisors first reported a position in Vanguard Growth ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Vanguard Growth ETF position peaked at $60.2M in Q4 2025.
2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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