Concurrent Investment Advisors LLC Has $8.60 Million Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Concurrent Investment Advisors LLC grew its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 2.2% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 47,123 shares of the company’s stock after purchasing an additional 1,033 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $8,601,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Vantage Financial Partners LLC bought a new position in shares of Vanguard Small-Cap Value ETF in the fourth quarter worth about $1,145,000. Mission Wealth Management LP increased its holdings in shares of Vanguard Small-Cap Value ETF by 17.8% during the 4th quarter. Mission Wealth Management LP now owns 4,112 shares of the company’s stock worth $740,000 after purchasing an additional 622 shares during the period. Howe & Rusling Inc. acquired a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at about $50,000. Fisher Asset Management LLC acquired a new position in shares of Vanguard Small-Cap Value ETF during the fourth quarter valued at about $504,000. Finally, SRS Capital Advisors Inc. lifted its stake in shares of Vanguard Small-Cap Value ETF by 6.9% in the fourth quarter. SRS Capital Advisors Inc. now owns 23,636 shares of the company’s stock valued at $4,254,000 after buying an additional 1,530 shares during the period.

Vanguard Small-Cap Value ETF Stock Up 0.7 %

Vanguard Small-Cap Value ETF stock opened at $198.45 on Friday. The business has a 50 day moving average price of $189.50 and a two-hundred day moving average price of $186.37. Vanguard Small-Cap Value ETF has a 12 month low of $148.75 and a 12 month high of $201.31. The stock has a market cap of $29.98 billion, a price-to-earnings ratio of 11.42 and a beta of 1.09.

About Vanguard Small-Cap Value ETF

Vanguard Small-Cap Value ETF (the Fund) is an exchange-traded share class of Vanguard Small-Cap Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Small Cap Value Index (the Index). The Index is a diversified index of value stocks of smaller United States companies.