Vanguard Small-Cap ETF $VB Shares Acquired by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC raised its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 20.0% in the second quarter, Holdings Channel.com reports. The firm owned 75,758 shares of the company’s stock after buying an additional 12,635 shares during the period. Concurrent Investment Advisors LLC’s holdings in Vanguard Small-Cap ETF were worth $22,964,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Envestnet Portfolio Solutions Inc. boosted its stake in Vanguard Small-Cap ETF by 6.7% during the 4th quarter. Envestnet Portfolio Solutions Inc. now owns 79,687 shares of the company’s stock valued at $20,555,000 after acquiring an additional 4,995 shares during the last quarter. Donalies Financial Planning LLC bought a new stake in shares of Vanguard Small-Cap ETF in the 4th quarter worth about $992,000. Fusion Family Wealth LLC increased its position in shares of Vanguard Small-Cap ETF by 3.9% in the 4th quarter. Fusion Family Wealth LLC now owns 429,752 shares of the company’s stock worth $110,855,000 after purchasing an additional 15,934 shares during the last quarter. Captrust Financial Advisors raised its stake in shares of Vanguard Small-Cap ETF by 5.2% in the 4th quarter. Captrust Financial Advisors now owns 2,644,075 shares of the company’s stock valued at $682,039,000 after purchasing an additional 130,946 shares in the last quarter. Finally, Carroll Advisory Group LLC acquired a new stake in shares of Vanguard Small-Cap ETF in the 4th quarter valued at about $1,180,000.

Vanguard Small-Cap ETF Stock Performance

Shares of VB stock opened at $299.85 on Friday. Vanguard Small-Cap ETF has a one year low of $241.17 and a one year high of $309.51. The company’s 50-day simple moving average is $300.48 and its 200-day simple moving average is $287.11. The stock has a market capitalization of $80.72 billion, a price-to-earnings ratio of 18.27 and a beta of 1.04.

Vanguard Small-Cap ETF Company Profile

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.