Atlas Capital Advisors Inc. Makes New $8.74 Million Investment in Vanguard Small-Cap Value ETF $VBR

Atlas Capital Advisors Inc. acquired a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 41,257 shares of the company’s stock, valued at approximately $8,738,000. Vanguard Small-Cap Value ETF accounts for approximately 1.0% of Atlas Capital Advisors Inc.’s holdings, making the stock its 24th largest holding.

Several other institutional investors and hedge funds have also recently bought and sold shares of VBR. Klingman & Associates LLC grew its stake in Vanguard Small-Cap Value ETF by 106.6% during the 4th quarter. Klingman & Associates LLC now owns 8,030 shares of the company’s stock valued at $1,701,000 after acquiring an additional 4,144 shares in the last quarter. Asempa Wealth Advisors purchased a new position in Vanguard Small-Cap Value ETF during the 4th quarter valued at about $1,012,000. Arlington Financial Advisors LLC purchased a new position in Vanguard Small-Cap Value ETF during the 4th quarter valued at about $2,219,000. Stephens Group Asset Management LLC grew its stake in Vanguard Small-Cap Value ETF by 0.7% during the 4th quarter. Stephens Group Asset Management LLC now owns 381,201 shares of the company’s stock valued at $80,735,000 after acquiring an additional 2,676 shares in the last quarter. Finally, PNC Financial Services Group Inc. grew its stake in Vanguard Small-Cap Value ETF by 5.5% during the 3rd quarter. PNC Financial Services Group Inc. now owns 823,826 shares of the company’s stock valued at $171,941,000 after acquiring an additional 43,288 shares in the last quarter.

Vanguard Small-Cap Value ETF Stock Performance

Shares of NYSEARCA VBR opened at $241.32 on Friday. The stock has a market cap of $36.18 billion, a price-to-earnings ratio of 14.99 and a beta of 0.96. The business has a 50 day simple moving average of $230.96 and a 200 day simple moving average of $224.07. Vanguard Small-Cap Value ETF has a 52 week low of $188.74 and a 52 week high of $242.39.

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.