Concurrent Investment Advisors, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 2001015
Tampa, FL
Position in VIG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$40,981,187
-$100,969 QoQ
Shares Held
190,557
+1.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.82%
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 VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||