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Bull Oak Capital’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Bull Oak Capital’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-744
Closed -$149K – 69
2024
Q3 		$149K Buy
+744
New +$143K 0.09% 28

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Betterment LLC
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Jones Financial Companies
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Envestnet Asset Management
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bull Oak Capital's VBR Position: Q4 2024 in Review

Bull Oak Capital sold out of Vanguard Small-Cap Value ETF (VBR) in Q4 2024, closing a stake of 744 shares — an estimated $149K sold.

Bull Oak Capital first reported a position in VBR in Q3 2024 and held it in 1 quarter. The position peaked at $149K in Q3 2024. 1,587 funds tracked by Wall St. Rank hold VBR as of Q4 2024.

  • Bull Oak Capital reported no remaining Vanguard Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Bull Oak Capital sold 744 Vanguard Small-Cap Value ETF shares in Q4 2024, an estimated $149K.
  • Bull Oak Capital first reported a position in Vanguard Small-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Bull Oak Capital's Vanguard Small-Cap Value ETF position peaked at $149K in Q3 2024.
  • 1,587 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2024.

Based on Bull Oak Capital's 13F filing for Q4 2024, filed 5 Feb 2025.