Concurrent Investment Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2001015
Tampa, FL
Position in VB
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$16,533,175
+$70,807 QoQ
Shares Held
63,123
-1.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,533,175 | 63,123 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $16,462,368 | 63,820 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,301,812 | 48,379 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $10,570,492 | 44,605 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $7,791,629 | 35,137 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,884,924 | 45,301 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $8,595,067 | 36,234 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,527,600 | 20,765 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,457,047 | 19,498 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $4,693,046 | 21,999 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||