Concurrent Investment Advisors LLC Has $10.17 Million Stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Concurrent Investment Advisors LLC boosted its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 7.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 50,655 shares of the company’s stock after buying an additional 3,532 shares during the period. Concurrent Investment Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $10,170,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Webster Bank N. A. raised its stake in shares of Vanguard Small-Cap Value ETF by 153.5% in the 2nd quarter. Webster Bank N. A. now owns 180 shares of the company’s stock valued at $33,000 after purchasing an additional 109 shares during the period. Motco bought a new stake in Vanguard Small-Cap Value ETF in the 1st quarter valued at approximately $36,000. Exchange Traded Concepts LLC acquired a new position in Vanguard Small-Cap Value ETF during the 3rd quarter worth approximately $42,000. Family Asset Management LLC bought a new stake in shares of Vanguard Small-Cap Value ETF in the second quarter worth $46,000. Finally, Abound Wealth Management lifted its position in Vanguard Small-Cap Value ETF by 28.2% during the 2nd quarter. Abound Wealth Management now owns 282 shares of the company’s stock worth $51,000 after buying an additional 62 shares in the last quarter.

Vanguard Small-Cap Value ETF Price Performance

Vanguard Small-Cap Value ETF stock traded up $6.67 during trading hours on Wednesday, hitting $209.10. The company had a trading volume of 125,950 shares, compared to its average volume of 467,124. The firm has a market cap of $31.58 billion, a PE ratio of 11.42 and a beta of 1.09. Vanguard Small-Cap Value ETF has a one year low of $154.40 and a one year high of $210.92. The firm has a 50-day moving average of $198.49 and a 200 day moving average of $191.13.

Vanguard Small-Cap Value ETF Profile

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.