Concurrent Investment Advisors’s Vanguard Morningstar 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 Q2	$92.5M	Buy	1,073,414 +308,978	+40%	+$26M	0.79%	15
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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Concurrent Investment Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 40% in Q2 2026, buying an estimated $26M and bringing the position to 1,073,414 shares worth $92.5M. The position accounts for 0.79% of the portfolio, ranked #15.

Concurrent Investment Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,887 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Concurrent Investment Advisors held 1,073,414 shares of Vanguard Morningstar Growth ETF worth $92.5M as of Q2 2026.
Concurrent Investment Advisors bought 308,978 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $26M.
Vanguard Morningstar Growth ETF made up 0.79% of Concurrent Investment Advisors's portfolio in Q2 2026, its #15 holding.
Concurrent Investment Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,887 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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