Atlas Capital Advisors Inc. Purchases New Position in Vanguard Small-Cap Value ETF $VBR

Atlas Capital Advisors Inc. purchased a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 41,257 shares of the company’s stock, valued at approximately $8,738,000. Vanguard Small-Cap Value ETF makes up 1.0% of Atlas Capital Advisors Inc.’s holdings, making the stock its 24th biggest holding.

Several other large investors have also made changes to their positions in VBR. CreativeOne Wealth LLC boosted its position in Vanguard Small-Cap Value ETF by 1.2% during the fourth quarter. CreativeOne Wealth LLC now owns 19,703 shares of the company’s stock worth $4,173,000 after purchasing an additional 234 shares during the period. Cordoba Advisory Partners LLC bought a new stake in Vanguard Small-Cap Value ETF during the fourth quarter worth approximately $331,000. Kestra Advisory Services LLC boosted its position in Vanguard Small-Cap Value ETF by 24.4% during the fourth quarter. Kestra Advisory Services LLC now owns 177,635 shares of the company’s stock worth $37,621,000 after purchasing an additional 34,828 shares during the period. Parkside Financial Bank & Trust boosted its position in Vanguard Small-Cap Value ETF by 28.2% during the fourth quarter. Parkside Financial Bank & Trust now owns 8,447 shares of the company’s stock worth $1,789,000 after purchasing an additional 1,860 shares during the period. Finally, Fortis Capital Management LLC boosted its position in Vanguard Small-Cap Value ETF by 1.0% during the fourth quarter. Fortis Capital Management LLC now owns 39,365 shares of the company’s stock worth $8,337,000 after purchasing an additional 404 shares during the period.

Vanguard Small-Cap Value ETF Stock Up 0.9%

Shares of Vanguard Small-Cap Value ETF stock opened at $241.32 on Friday. The stock has a market capitalization of $36.18 billion, a P/E ratio of 14.99 and a beta of 0.96. The stock has a 50 day moving average price of $230.96 and a two-hundred day moving average price of $224.07. Vanguard Small-Cap Value ETF has a 12-month low of $188.74 and a 12-month high of $242.39.

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.