Vanguard Value ETF (NYSEARCA:VTV) Shares Purchased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC boosted its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 5.7% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 248,959 shares of the company’s stock after purchasing an additional 13,352 shares during the quarter. Vanguard Value ETF makes up 1.0% of Concurrent Investment Advisors LLC’s portfolio, making the stock its 11th biggest holding. Concurrent Investment Advisors LLC’s holdings in Vanguard Value ETF were worth $43,005,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Novem Group increased its stake in Vanguard Value ETF by 0.4% in the first quarter. Novem Group now owns 82,858 shares of the company’s stock valued at $14,313,000 after purchasing an additional 322 shares during the last quarter. PSI Advisors LLC increased its stake in Vanguard Value ETF by 35.3% in the first quarter. PSI Advisors LLC now owns 1,549 shares of the company’s stock valued at $268,000 after purchasing an additional 404 shares during the last quarter. Wealth Enhancement Advisory Services LLC increased its stake in Vanguard Value ETF by 9.7% during the first quarter. Wealth Enhancement Advisory Services LLC now owns 1,161,108 shares of the company’s stock worth $200,570,000 after acquiring an additional 103,116 shares during the last quarter. D.A. Davidson & CO. increased its stake in Vanguard Value ETF by 1.4% during the first quarter. D.A. Davidson & CO. now owns 5,184,807 shares of the company’s stock worth $895,624,000 after acquiring an additional 72,569 shares during the last quarter. Finally, Elevation Point Wealth Partners LLC increased its stake in Vanguard Value ETF by 12.6% during the first quarter. Elevation Point Wealth Partners LLC now owns 2,134 shares of the company’s stock worth $369,000 after acquiring an additional 239 shares during the last quarter.

Vanguard Value ETF Price Performance

Shares of NYSEARCA:VTV opened at $179.63 on Friday. The firm has a market capitalization of $140.71 billion, a PE ratio of 18.14 and a beta of 0.89. The business has a 50-day moving average of $172.04 and a two-hundred day moving average of $171.48. Vanguard Value ETF has a 12 month low of $150.43 and a 12 month high of $182.38.

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.