Vanguard Small-Cap Value ETF $VBR Shares Bought by Oath Planning LLC

Oath Planning LLC raised its stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 21.4% during the 3rd quarter, Holdings Channel reports. The fund owned 63,048 shares of the company’s stock after acquiring an additional 11,101 shares during the period. Vanguard Small-Cap Value ETF makes up about 9.5% of Oath Planning LLC’s investment portfolio, making the stock its 4th largest position. Oath Planning LLC’s holdings in Vanguard Small-Cap Value ETF were worth $14,566,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently bought and sold shares of VBR. TCI Wealth Advisors Inc. increased its stake in shares of Vanguard Small-Cap Value ETF by 1.5% during the first quarter. TCI Wealth Advisors Inc. now owns 3,015 shares of the company’s stock worth $655,000 after purchasing an additional 44 shares during the period. J. Derek Lewis & Associates Inc. lifted its holdings in Vanguard Small-Cap Value ETF by 1.1% during the 1st quarter. J. Derek Lewis & Associates Inc. now owns 4,087 shares of the company’s stock worth $888,000 after purchasing an additional 44 shares during the last quarter. Hardin Capital Partners LLC lifted its holdings in Vanguard Small-Cap Value ETF by 2.0% during the 2nd quarter. Hardin Capital Partners LLC now owns 2,301 shares of the company’s stock worth $560,000 after purchasing an additional 45 shares during the last quarter. Guardian Wealth Management Inc. boosted its stake in Vanguard Small-Cap Value ETF by 1.8% in the 2nd quarter. Guardian Wealth Management Inc. now owns 2,547 shares of the company’s stock valued at $619,000 after purchasing an additional 45 shares during the period. Finally, Bonfire Financial boosted its stake in Vanguard Small-Cap Value ETF by 3.1% in the 2nd quarter. Bonfire Financial now owns 1,517 shares of the company’s stock valued at $369,000 after purchasing an additional 46 shares during the period.

Vanguard Small-Cap Value ETF Price Performance

Shares of NYSEARCA VBR opened at $238.81 on Wednesday. The stock’s fifty day moving average price is $241.07 and its two-hundred day moving average price is $238.23. Vanguard Small-Cap Value ETF has a one year low of $198.76 and a one year high of $251.85. The firm has a market cap of $36.31 billion, a price-to-earnings ratio of 14.99 and a beta of 0.97.

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. The Fund attempts to replicate the target Index by investing all, or substantially all, of its assets in the stocks that make up the Index, holding each stock in approximately the same proportion as its weighting in the Index.