Atlas Capital Advisors Inc. Makes New $8.59 Million Investment in Vanguard Financials ETF $VFH

Atlas Capital Advisors Inc. bought a new position in shares of Vanguard Financials ETF (NYSEARCA:VFH) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 64,344 shares of the company’s stock, valued at approximately $8,589,000. Vanguard Financials ETF comprises 1.0% of Atlas Capital Advisors Inc.’s holdings, making the stock its 27th largest holding. Atlas Capital Advisors Inc. owned approximately 0.06% of Vanguard Financials ETF as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in VFH. Jessup Wealth Management Inc bought a new position in Vanguard Financials ETF during the fourth quarter worth about $27,000. Proathlete Wealth Management LLC raised its position in shares of Vanguard Financials ETF by 2,775.0% during the fourth quarter. Proathlete Wealth Management LLC now owns 230 shares of the company’s stock worth $31,000 after purchasing an additional 222 shares during the period. Core Wealth Advisors LLC acquired a new stake in shares of Vanguard Financials ETF during the fourth quarter worth about $48,000. Aberdeen Wealth Management LLC acquired a new stake in shares of Vanguard Financials ETF during the fourth quarter worth about $53,000. Finally, UMB Bank n.a. acquired a new stake in shares of Vanguard Financials ETF during the fourth quarter worth about $56,000. Institutional investors own 61.65% of the company’s stock.

Vanguard Financials ETF Price Performance

NYSEARCA VFH opened at $130.97 on Friday. The firm has a market cap of $13.31 billion, a P/E ratio of 17.56 and a beta of 0.90. The stock’s 50-day moving average is $126.67 and its 200-day moving average is $128.19. Vanguard Financials ETF has a one year low of $116.67 and a one year high of $137.89.

About Vanguard Financials ETF

Vanguard Financials ETF (the Fund) is an exchange-traded share class of Vanguard Financials Index Fund. The Fund employs a passive management or indexing investment approach designed to track the performance of the Morgan Stanley Capital International (MSCI) US Investable Market Financials Index, an index of stocks of large, medium and small United States companies in the financials sector, as classified under the Global Industry Classification Standard (GICS). This GICS sector is made up of companies involved in activities, such as banking, mortgage finance, consumer finance, specialized finance, investment banking and brokerage, asset management and custody, corporate lending, insurance, financial investment, and real estate (including real estate investment trusts).