Concurrent Investment Advisors LLC Has $55.67 Million Stock Holdings in Vanguard Value ETF $VTV

by · The Markets Daily

Concurrent Investment Advisors LLC grew its position in Vanguard Value ETF (NYSEARCA:VTVFree Report) by 5.3% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 298,535 shares of the company’s stock after acquiring an additional 15,122 shares during the period. Vanguard Value ETF comprises approximately 1.0% of Concurrent Investment Advisors LLC’s portfolio, making the stock its 11th largest position. Concurrent Investment Advisors LLC’s holdings in Vanguard Value ETF were worth $55,674,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the company. Activest Wealth Management grew its stake in Vanguard Value ETF by 2,700.0% in the second quarter. Activest Wealth Management now owns 140 shares of the company’s stock valued at $25,000 after acquiring an additional 135 shares during the period. Kiker Wealth Management LLC bought a new position in shares of Vanguard Value ETF during the 2nd quarter valued at about $28,000. Chesapeake Asset Management LLC grew its position in shares of Vanguard Value ETF by 3,625.0% in the 3rd quarter. Chesapeake Asset Management LLC now owns 149 shares of the company’s stock valued at $28,000 after purchasing an additional 145 shares during the period. Legend Financial Advisors Inc. bought a new stake in Vanguard Value ETF during the 2nd quarter worth approximately $31,000. Finally, Joseph Group Capital Management acquired a new stake in Vanguard Value ETF during the 2nd quarter worth approximately $32,000.

Vanguard Value ETF Stock Performance

Shares of VTV opened at $196.90 on Tuesday. The firm has a market cap of $162.51 billion, a P/E ratio of 18.14 and a beta of 0.82. Vanguard Value ETF has a twelve month low of $150.43 and a twelve month high of $197.19. The firm’s 50 day moving average price is $190.09 and its two-hundred day moving average price is $185.09.

Vanguard Value ETF Company Profile

(Free Report)

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. The Index represents the value companies of the MSCI US Prime Market 750 Index. The MSCI US Prime Market 750 Index represents the universe of predominantly large-capitalization companies in the United States equity market.

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