Laurel Oak Wealth Management LLC Has $2.33 Million Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Laurel Oak Wealth Management LLC trimmed its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) by 26.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,725 shares of the company’s stock after selling 3,942 shares during the period. Laurel Oak Wealth Management LLC’s holdings in Vanguard Small-Cap Value ETF were worth $2,330,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in VBR. Hazlett Burt & Watson Inc. boosted its holdings in Vanguard Small-Cap Value ETF by 4.1% in the fourth quarter. Hazlett Burt & Watson Inc. now owns 1,201 shares of the company’s stock worth $254,000 after acquiring an additional 47 shares in the last quarter. Horizon Investment Services LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 3.3% during the fourth quarter. Horizon Investment Services LLC now owns 1,470 shares of the company’s stock valued at $311,000 after acquiring an additional 47 shares in the last quarter. Echo45 Advisors LLC increased its holdings in shares of Vanguard Small-Cap Value ETF by 0.3% during the first quarter. Echo45 Advisors LLC now owns 17,686 shares of the company’s stock valued at $3,842,000 after acquiring an additional 47 shares in the last quarter. Columbia Asset Management raised its position in shares of Vanguard Small-Cap Value ETF by 3.3% during the fourth quarter. Columbia Asset Management now owns 1,573 shares of the company’s stock worth $333,000 after purchasing an additional 50 shares during the period. Finally, Barnes Pettey Financial Advisors LLC raised its position in shares of Vanguard Small-Cap Value ETF by 2.5% during the fourth quarter. Barnes Pettey Financial Advisors LLC now owns 2,038 shares of the company’s stock worth $432,000 after purchasing an additional 50 shares during the period.

Vanguard Small-Cap Value ETF Stock Up 0.1%

Shares of VBR opened at $242.77 on Friday. Vanguard Small-Cap Value ETF has a 12-month low of $193.00 and a 12-month high of $244.30. The business’s fifty day moving average is $234.23 and its 200 day moving average is $226.10. The stock has a market cap of $36.40 billion, a P/E ratio of 14.99 and a beta of 0.96.

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.