Concurrent Investment Advisors, LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 2001015
Tampa, FL
Position in VEA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$26,928,338
+$205,547 QoQ
Shares Held
420,230
-1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.54%
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 VEA Over Time
Shares Held
Position Value (USD)
All Filings in VEA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,928,338 | 420,230 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $26,722,791 | 427,770 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $17,937,411 | 299,356 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $15,830,878 | 277,686 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $10,955,644 | 215,535 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,859,539 | 227,092 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $11,729,523 | 222,108 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $10,721,520 | 216,947 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,198,144 | 223,204 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $9,858,346 | 205,811 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||