Oath Planning LLC Invests $7.98 Million in Vanguard Small-Cap Value ETF $VBR

Oath Planning LLC bought a new position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 37,690 shares of the company’s stock, valued at approximately $7,982,000. Vanguard Small-Cap Value ETF comprises 7.9% of Oath Planning LLC’s holdings, making the stock its 4th biggest holding.

A number of other hedge funds have also recently modified their holdings of VBR. Valpey Financial Services LLC boosted its position in Vanguard Small-Cap Value ETF by 21,125.3% during the fourth quarter. Valpey Financial Services LLC now owns 4,270,098 shares of the company’s stock worth $904,364,000 after purchasing an additional 4,249,980 shares in the last quarter. Corient Private Wealth LLC boosted its position in Vanguard Small-Cap Value ETF by 128.8% during the second quarter. Corient Private Wealth LLC now owns 505,618 shares of the company’s stock worth $98,654,000 after purchasing an additional 284,655 shares in the last quarter. Bank of America Corp DE boosted its position in Vanguard Small-Cap Value ETF by 1.4% during the third quarter. Bank of America Corp DE now owns 15,438,804 shares of the company’s stock worth $3,222,233,000 after purchasing an additional 209,142 shares in the last quarter. Waller Financial Planning Group Inc. boosted its position in Vanguard Small-Cap Value ETF by 3,765.9% during the fourth quarter. Waller Financial Planning Group Inc. now owns 147,254 shares of the company’s stock worth $31,187,000 after purchasing an additional 143,445 shares in the last quarter. Finally, Grove Street Fiduciary LLC purchased a new position in Vanguard Small-Cap Value ETF during the fourth quarter worth approximately $29,968,000.

Vanguard Small-Cap Value ETF Trading Up 2.0%

Shares of VBR stock opened at $239.23 on Friday. The company has a market capitalization of $35.87 billion, a P/E ratio of 14.99 and a beta of 0.96. The business’s 50 day moving average is $230.49 and its two-hundred day moving average is $223.95. Vanguard Small-Cap Value ETF has a 12-month low of $188.74 and a 12-month high of $239.51.

About Vanguard Small-Cap Value ETF

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.