Bull Oak Capital LLC Acquires Shares of 744 Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Bull Oak Capital LLC bought a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 744 shares of the company’s stock, valued at approximately $149,000. Vanguard Small-Cap Value ETF makes up about 0.1% of Bull Oak Capital LLC’s holdings, making the stock its 27th largest position.

A number of other institutional investors have also recently made changes to their positions in the company. Brookstone Capital Management lifted its position in Vanguard Small-Cap Value ETF by 3.0% during the first quarter. Brookstone Capital Management now owns 11,727 shares of the company’s stock valued at $2,250,000 after purchasing an additional 344 shares during the period. Alpha Omega Wealth Management LLC lifted its position in Vanguard Small-Cap Value ETF by 4.8% during the first quarter. Alpha Omega Wealth Management LLC now owns 21,748 shares of the company’s stock valued at $4,173,000 after purchasing an additional 1,002 shares during the period. Winthrop Advisory Group LLC lifted its position in Vanguard Small-Cap Value ETF by 5.3% during the first quarter. Winthrop Advisory Group LLC now owns 1,375 shares of the company’s stock valued at $264,000 after purchasing an additional 69 shares during the period. Guidance Capital Inc. lifted its position in Vanguard Small-Cap Value ETF by 18.8% during the first quarter. Guidance Capital Inc. now owns 4,221 shares of the company’s stock valued at $759,000 after purchasing an additional 667 shares during the period. Finally, Iron Horse Wealth Management LLC lifted its position in Vanguard Small-Cap Value ETF by 4.0% during the first quarter. Iron Horse Wealth Management LLC now owns 45,530 shares of the company’s stock valued at $8,736,000 after purchasing an additional 1,743 shares during the period.

Vanguard Small-Cap Value ETF Trading Up 0.2 %

Shares of VBR stock opened at $200.33 on Friday. Vanguard Small-Cap Value ETF has a 12 month low of $148.75 and a 12 month high of $205.42. The stock has a market cap of $30.26 billion, a P/E ratio of 11.42 and a beta of 1.09. The company has a 50 day simple moving average of $197.57 and a two-hundred day simple moving average of $190.00.

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.