Concurrent Investment Advisors LLC Increases Holdings in Vanguard Value ETF (NYSEARCA:VTV)

Concurrent Investment Advisors LLC grew its position in shares of Vanguard Value ETF (NYSEARCA:VTV) by 15.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 220,301 shares of the company’s stock after purchasing an additional 28,740 shares during the period. Vanguard Value ETF makes up about 1.1% of Concurrent Investment Advisors LLC’s investment portfolio, making the stock its 12th largest position. Concurrent Investment Advisors LLC’s holdings in Vanguard Value ETF were worth $38,458,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Maia Wealth LLC grew its position in shares of Vanguard Value ETF by 3.8% during the 3rd quarter. Maia Wealth LLC now owns 15,486 shares of the company’s stock valued at $2,708,000 after buying an additional 564 shares during the last quarter. White Lighthouse Investment Management Inc. raised its stake in shares of Vanguard Value ETF by 2.5% in the 3rd quarter. White Lighthouse Investment Management Inc. now owns 100,979 shares of the company’s stock worth $17,560,000 after buying an additional 2,480 shares in the last quarter. 1834 Investment Advisors Co. bought a new stake in Vanguard Value ETF in the third quarter worth about $250,000. Milestone Investment Advisors LLC grew its stake in shares of Vanguard Value ETF by 3.0% in the 3rd quarter. Milestone Investment Advisors LLC now owns 20,236 shares of the company’s stock worth $3,533,000 after purchasing an additional 597 shares during the last quarter. Finally, Catalina Capital Group LLC lifted its position in shares of Vanguard Value ETF by 3.7% in the third quarter. Catalina Capital Group LLC now owns 1,932 shares of the company’s stock worth $337,000 after purchasing an additional 69 shares in the last quarter.

Vanguard Value ETF Stock Performance

Shares of NYSEARCA VTV traded up $3.42 during mid-day trading on Wednesday, reaching $176.99. The company had a trading volume of 438,252 shares, compared to its average volume of 1,958,725. Vanguard Value ETF has a twelve month low of $136.11 and a twelve month high of $178.43. The stock’s 50 day moving average is $173.36 and its 200-day moving average is $166.26. The stock has a market capitalization of $126.23 billion, a PE ratio of 17.44 and a beta of 0.70.

Vanguard Value ETF Company Profile

Vanguard Value ETF (the Fund) is an exchange-traded share class of Vanguard Value Index Fund, which employs a passive management or indexing investment approach designed to track the performance of the MSCI US Prime Market Value Index (the Index). The Index is a diversified index of value stocks of predominantly large United States companies.