Concurrent Investment Advisors boosts Vanguard ETF stake to $107 million amid wider rebalancing
57 sourcesUpdated Sep 4, 2026
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Investment adviser Concurrent Investment Advisors LLC disclosed changes to several ETF holdings in recent SEC 13F filings, including a large increase in its Vanguard Total Stock Market ETF position, where the firm added shares and kept the holding as one of its top allocations. The adviser also raised its stake in the Vanguard Dividend Appreciation ETF and modestly trimmed its exposure to the iShares S&P 500 Value ETF, according to the filings. In addition, Concurrent Investment Advisors increased its investment in the Capital Group Core Equity ETF and boosted its stake in the Vanguard FTSE Emerging Markets ETF, underscoring a broader mix of U.S. equity, dividend-focused, value, and international emerging-market exposure. Across these ETFs, multiple other institutional investors and hedge funds made offsetting buys and sells, indicating active, ongoing portfolio rebalancing rather than a single-fund strategy. The filings collectively highlight how institutional allocators are adjusting exposure across diversified index and factor-oriented funds.
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Nice to see dividend focus still getting love with that VIG increase, steady income never really goes out of style.
Trimming IVE while piling into VTI and VWO looks like a clear bet on broader growth over pure value right now.
