Atlas Capital Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.9M | Buy |
48,944
+8,661
| +22% | +$2.01M | 1.3% | 12 |
|
|
2026
Q1 | $8.75M | Sell |
40,283
-974
| -2% | -$218K | 1% | 26 |
|
|
2025
Q4 | $8.74M | Buy |
+41,257
| New | +$8.64M | 0.97% | 24 |
|
|
2025
Q2 | $3.72M | Sell |
19,098
-20,285
| -52% | -$3.75M | 0.45% | 52 |
|
|
2025
Q1 | $7.34M | Sell |
39,383
-1,505
| -4% | -$297K | 0.92% | 26 |
|
|
2024
Q4 | $8.1M | Buy |
40,888
+3,077
| +8% | +$632K | 1.03% | 23 |
|
|
2024
Q3 | $7.59M | Sell |
37,811
-233
| -0.6% | -$44.8K | 1.16% | 23 |
|
|
2024
Q2 | $6.94M | Buy |
38,044
+73
| +0.2% | +$13.5K | 0.9% | 29 |
|
|
2024
Q1 | $7.29M | Buy |
37,971
+9,347
| +33% | +$1.69M | 1.14% | 22 |
|
|
2023
Q4 | $5.15M | Buy |
28,624
+2,415
| +9% | +$394K | 0.75% | 38 |
|
|
2023
Q3 | $4.18M | Buy |
26,209
+8,951
| +52% | +$1.5M | 0.69% | 40 |
|
|
2023
Q2 | $2.85M | Buy |
17,258
+3,165
| +22% | +$498K | 0.43% | 54 |
|
|
2023
Q1 | $2.24M | Sell |
14,093
-3,321
| -19% | -$550K | 0.35% | 57 |
|
|
2022
Q4 | $2.77M | Buy |
17,414
+1,524
| +10% | +$243K | 0.46% | 43 |
|
|
2022
Q3 | $2.28M | Buy |
15,890
+4,036
| +34% | +$641K | 0.41% | 51 |
|
|
2022
Q2 | $1.78M | Sell |
11,854
-3,294
| -22% | -$540K | 0.3% | 66 |
|
|
2022
Q1 | $2.67M | Sell |
15,148
-369
| -2% | -$64.2K | 0.41% | 54 |
|
|
2021
Q4 | $2.78M | Sell |
15,517
-3,219
| -17% | -$572K | 0.41% | 56 |
|
|
2021
Q3 | $3.17M | Sell |
18,736
-487
| -3% | -$83.4K | 0.51% | 45 |
|
|
2021
Q2 | $3.34M | Buy |
19,223
+1,029
| +6% | +$178K | 0.56% | 44 |
|
|
2021
Q1 | $3.01M | Buy |
18,194
+5,560
| +44% | +$876K | 0.59% | 43 |
|
|
2020
Q4 | $1.8M | Buy |
12,634
+2,161
| +21% | +$279K | 0.38% | 58 |
|
|
2020
Q3 | $1.16M | Sell |
10,473
-267
| -2% | -$29.9K | 0.27% | 84 |
|
|
2020
Q2 | $1.15M | Sell |
10,740
-4,064
| -27% | -$408K | 0.27% | 84 |
|
|
2020
Q1 | $1.31M | Sell |
14,804
-200
| -1% | -$24.3K | 0.39% | 59 |
|
|
2019
Q4 | $2.06M | Buy |
15,004
+2,788
| +23% | +$369K | 0.51% | 43 |
|
|
2019
Q3 | $1.57M | Buy |
12,216
+166
| +1% | +$21.2K | 0.47% | 51 |
|
|
2019
Q2 | $1.57M | Sell |
12,050
-13,558
| -53% | -$1.76M | 0.52% | 44 |
|
|
2019
Q1 | $3.3M | Buy |
25,608
+9,728
| +61% | +$1.24M | 1.19% | 13 |
|
|
2018
Q4 | $1.81M | Sell |
15,880
-10,572
| -40% | -$1.34M | 0.73% | 27 |
|
|
2018
Q3 | $3.66M | Buy |
26,452
+11,716
| +80% | +$1.64M | 1.22% | 13 |
|
|
2018
Q2 | $2.04M | Sell |
14,736
-1,790
| -11% | -$240K | 0.72% | 29 |
|
|
2018
Q1 | $2.14M | Buy |
+16,526
| New | +$2.19M | 0.66% | 32 |
|
Other funds holding VBR
AL
Atlas Capital Advisors's VBR Position: Q2 2026 in Review
Atlas Capital Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 22% in Q2 2026, buying an estimated $2.01M and bringing the position to 48,944 shares worth $11.9M. The position accounts for 1.3% of the portfolio, ranked #12.
Atlas Capital Advisors first reported a position in VBR in Q1 2018 and has held it in 33 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- Atlas Capital Advisors held 48,944 shares of Vanguard Morningstar Small-Cap Value ETF worth $11.9M as of Q2 2026.
- Atlas Capital Advisors bought 8,661 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $2.01M.
- Vanguard Morningstar Small-Cap Value ETF made up 1.3% of Atlas Capital Advisors's portfolio in Q2 2026, its #12 holding.
- Atlas Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2018 and has held it in 33 quarters since.
- 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.