Vanguard Small-Cap Value ETF $VBR Shares Purchased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC increased its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 6.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 54,237 shares of the company’s stock after buying an additional 3,433 shares during the period. Concurrent Investment Advisors LLC’s holdings in Vanguard Small-Cap Value ETF were worth $13,179,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in VBR. Motiv8 Investments LLC purchased a new position in Vanguard Small-Cap Value ETF in the fourth quarter valued at $29,000. Birchbrook Inc. purchased a new stake in Vanguard Small-Cap Value ETF during the 4th quarter worth about $30,000. Modus Advisors LLC acquired a new stake in Vanguard Small-Cap Value ETF in the 4th quarter valued at about $30,000. Tower View Wealth Management LLC acquired a new stake in Vanguard Small-Cap Value ETF in the 1st quarter valued at about $37,000. Finally, Strive Financial Group LLC purchased a new position in shares of Vanguard Small-Cap Value ETF in the 4th quarter valued at about $38,000.

Vanguard Small-Cap Value ETF Stock Performance

Shares of Vanguard Small-Cap Value ETF stock opened at $247.11 on Friday. The business has a 50-day simple moving average of $245.91 and a 200-day simple moving average of $234.86. Vanguard Small-Cap Value ETF has a one year low of $198.76 and a one year high of $251.85. The company has a market cap of $37.52 billion, a PE ratio of 14.99 and a beta of 0.96.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.