Concurrent Investment Advisors LLC Has $2.31 Million Stock Position in Vanguard Small-Cap Growth ETF $VBK

Concurrent Investment Advisors LLC grew its holdings in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) by 13.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,334 shares of the company’s stock after buying an additional 1,012 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in Vanguard Small-Cap Growth ETF were worth $2,308,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in the business. Assetmark Inc. grew its holdings in shares of Vanguard Small-Cap Growth ETF by 3.8% during the first quarter. Assetmark Inc. now owns 1,514,549 shares of the company’s stock valued at $381,318,000 after buying an additional 55,465 shares during the last quarter. Royal Bank of Canada grew its holdings in shares of Vanguard Small-Cap Growth ETF by 359.1% during the first quarter. Royal Bank of Canada now owns 988,251 shares of the company’s stock valued at $248,811,000 after buying an additional 773,005 shares during the last quarter. LPL Financial LLC grew its holdings in shares of Vanguard Small-Cap Growth ETF by 11.0% during the first quarter. LPL Financial LLC now owns 827,794 shares of the company’s stock valued at $208,414,000 after buying an additional 81,727 shares during the last quarter. Mather Group LLC. boosted its holdings in Vanguard Small-Cap Growth ETF by 6.5% during the first quarter. Mather Group LLC. now owns 802,798 shares of the company’s stock worth $202,121,000 after purchasing an additional 49,282 shares during the last quarter. Finally, EP Wealth Advisors LLC boosted its holdings in Vanguard Small-Cap Growth ETF by 30.7% during the first quarter. EP Wealth Advisors LLC now owns 601,701 shares of the company’s stock worth $151,490,000 after purchasing an additional 141,196 shares during the last quarter.

Vanguard Small-Cap Growth ETF Stock Performance

Vanguard Small-Cap Growth ETF stock opened at $303.06 on Wednesday. Vanguard Small-Cap Growth ETF has a fifty-two week low of $214.77 and a fifty-two week high of $306.76. The stock has a market cap of $20.68 billion, a PE ratio of 27.57 and a beta of 1.14. The firm’s 50-day simple moving average is $294.73 and its 200 day simple moving average is $274.41.

Vanguard Small-Cap Growth ETF Company Profile

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