Concurrent Investment Advisors, LLC
Position in VIG — VANGUARD DIVIDEND APPRECIATION INDEX FUND
CIK 2001015
Tampa, FL
All Filings in VIG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,633,147 | 235,116 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $40,981,187 | 190,557 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $41,082,156 | 186,924 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $37,082,648 | 171,846 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $33,086,338 | 161,657 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $14,434,213 | 74,407 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $13,907,650 | 71,019 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $14,707,935 | 74,260 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $11,540,993 | 63,221 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,684,145 | 58,508 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,287,356 | 19,292 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||