Concurrent Investment Advisors’s Vanguard Morningstar 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 Q2	$4.16M	Buy	12,109 +2,538	+27%	+$847K	0.04%	487
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 $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 27% in Q2 2026, buying an estimated $847K and bringing the position to 12,109 shares worth $4.16M. The position accounts for 0.04% of the portfolio, ranked #487.

Concurrent Investment Advisors first reported a position in VV in Q4 2023 and has held it in 11 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Concurrent Investment Advisors held 12,109 shares of Vanguard Morningstar Large-Cap ETF worth $4.16M as of Q2 2026.
Concurrent Investment Advisors bought 2,538 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $847K.
Vanguard Morningstar Large-Cap ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #487 holding.
Concurrent Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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