Concurrent Investment Advisors LLC Increases Position in Vanguard Small-Cap ETF $VB

Concurrent Investment Advisors LLC lifted its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 26.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 44,605 shares of the company’s stock after purchasing an additional 9,468 shares during the period. Concurrent Investment Advisors LLC’s holdings in Vanguard Small-Cap ETF were worth $10,570,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of VB. Brighton Jones LLC increased its stake in shares of Vanguard Small-Cap ETF by 36.5% in the fourth quarter. Brighton Jones LLC now owns 11,978 shares of the company’s stock worth $2,878,000 after purchasing an additional 3,200 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Vanguard Small-Cap ETF by 11.5% during the fourth quarter. Revolve Wealth Partners LLC now owns 8,941 shares of the company’s stock worth $2,148,000 after acquiring an additional 920 shares during the last quarter. GAMMA Investing LLC boosted its position in shares of Vanguard Small-Cap ETF by 646.5% during the first quarter. GAMMA Investing LLC now owns 3,068 shares of the company’s stock worth $680,000 after acquiring an additional 2,657 shares during the last quarter. West Branch Capital LLC boosted its position in shares of Vanguard Small-Cap ETF by 384.6% during the first quarter. West Branch Capital LLC now owns 126 shares of the company’s stock worth $28,000 after acquiring an additional 100 shares during the last quarter. Finally, New Century Financial Group LLC boosted its position in shares of Vanguard Small-Cap ETF by 16.0% during the first quarter. New Century Financial Group LLC now owns 2,945 shares of the company’s stock worth $653,000 after acquiring an additional 407 shares during the last quarter.

Vanguard Small-Cap ETF Stock Performance

Shares of NYSEARCA:VB opened at $248.10 on Friday. The firm has a fifty day moving average price of $251.65 and a 200 day moving average price of $236.00. Vanguard Small-Cap ETF has a fifty-two week low of $190.27 and a fifty-two week high of $263.35. The firm has a market cap of $66.62 billion, a price-to-earnings ratio of 18.27 and a beta of 1.14.

About Vanguard Small-Cap ETF

The Vanguard Small-Cap ETF (VB) is an exchange-traded fund that is based on the CRSP US Small Cap index. The fund tracks the CRSP US Small Cap Index. The market-cap-weighted index includes the bottom 2-15% of the investable universe. VB was launched on Jan 26, 2004 and is managed by Vanguard.