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Vanguard Small-Cap Value ETF shares owned by Bull Oak Capital

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Bull Oak Capital from 13F filings

Historical chart of Bull Oak Capital investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Bull Oak Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 841 242.99
2024-09-30 $149k 744 200.84

More positions owned by Bull Oak Capital

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Trust Ishare 0-1 (SHV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str P500etf (SPYM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Gold Tr Ishares New (IAU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust St Str Aggre Etf (SPAB)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Bull Oak Capital

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Assetmark
Morgan Stanley
Betterment
Aspiriant
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
Sei Investments
UBS Group
Captrust Financial Advisors
Cetera Investment Advisers
Jones Financial Companies, L.L
Raymond James Financial
Advisor Group Holdings

View all funds holding Vanguard Small-Cap Value ETF