Concurrent Investment Advisors LLC Buys 662 Shares of Vanguard Small-Cap Value ETF $VBR

Concurrent Investment Advisors LLC increased its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 1.3% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 50,710 shares of the company’s stock after acquiring an additional 662 shares during the period. Concurrent Investment Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $9,889,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. ORG Partners LLC increased its position in Vanguard Small-Cap Value ETF by 3,180.0% during the first quarter. ORG Partners LLC now owns 164 shares of the company’s stock worth $31,000 after buying an additional 159 shares during the last quarter. Wayfinding Financial LLC acquired a new position in Vanguard Small-Cap Value ETF during the first quarter worth approximately $35,000. JNBA Financial Advisors increased its position in Vanguard Small-Cap Value ETF by 137.2% during the second quarter. JNBA Financial Advisors now owns 204 shares of the company’s stock worth $40,000 after buying an additional 118 shares during the last quarter. Clearstead Trust LLC increased its position in Vanguard Small-Cap Value ETF by 388.2% during the first quarter. Clearstead Trust LLC now owns 249 shares of the company’s stock worth $46,000 after buying an additional 198 shares during the last quarter. Finally, Retirement Wealth Solutions LLC acquired a new position in Vanguard Small-Cap Value ETF during the second quarter worth approximately $49,000.

Vanguard Small-Cap Value ETF Stock Down 2.9%

Shares of NYSEARCA VBR opened at $201.42 on Friday. The business’s 50 day moving average price is $206.97 and its two-hundred day moving average price is $195.09. The company has a market cap of $30.29 billion, a PE ratio of 14.99 and a beta of 1.15. Vanguard Small-Cap Value ETF has a twelve month low of $160.23 and a twelve month high of $219.01.

Vanguard Small-Cap Value ETF Company 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.