Concurrent Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.86M	Buy	9,571 +9	+0.1%	+$2.82K	0.03%	502
2025 Q4	$3.01M	Buy	9,562 +223	+2%	+$69.6K	0.03%	460
2025 Q3	$2.88M	Buy	9,339 +807	+9%	+$239K	0.05%	367
2025 Q2	$2.43M	Buy	8,532 +1,473	+21%	+$388K	0.05%	382
2025 Q1	$1.81M	Buy	7,059 +5,545	+366%	+$1.5M	0.04%	385
2024 Q4	$408K	Sell	1,514 -125	-8%	-$33.9K	0.01%	730
2024 Q3	$431K	Buy	1,639 +584	+55%	+$148K	0.01%	663
2024 Q2	$263K	Sell	1,055 -70	-6%	-$16.8K	0.01%	784
2024 Q1	$270K	Buy	1,125 +74	+7%	+$16.9K	0.01%	703
2023 Q4	$229K	Buy	+1,051	New	+$215K	0.01%	730

Other funds holding VV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Large-Cap ETF (VV) stake by 0.09% in Q1 2026, buying an estimated $2.82K and bringing the position to 9,571 shares worth $2.86M. The position accounts for 0.03% of the portfolio, ranked #502.

Concurrent Investment Advisors first reported a position in VV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.01M in Q4 2025. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.

Concurrent Investment Advisors held 9,571 shares of Vanguard Large-Cap ETF worth $2.86M as of Q1 2026.
Concurrent Investment Advisors bought 9 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $2.82K.
Vanguard Large-Cap ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #502 holding.
Concurrent Investment Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's Vanguard Large-Cap ETF position peaked at $3.01M in Q4 2025.
1,310 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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