Concurrent Investment Advisors, LLC
Position in VXF — Vanguard Extended Market ETF
CIK 2001015
Tampa, FL
Position in VXF
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$5,093,549
+$955,483 QoQ
Shares Held
24,750
+25.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.10%
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 VXF Over Time
Shares Held
Position Value (USD)
All Filings in VXF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,093,549 | 24,750 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,138,066 | 19,788 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,687,314 | 17,614 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,431,972 | 17,809 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,819,379 | 16,367 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,499,756 | 13,158 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,384,978 | 13,105 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,206,085 | 13,070 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,330,740 | 13,298 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,416,316 | 14,696 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||