Atlas Financial Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Atlas Financial Advisors’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$676K	Buy	+3,410	New	+$700K	1.06%	17

Other funds holding VBR

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Atlas Financial Advisors's VBR Position: Q4 2024 in Review

Atlas Financial Advisors opened a new position in Vanguard Small-Cap Value ETF (VBR) in Q4 2024: 3,410 shares worth $676K. The stake represents 1.06% of the portfolio and ranks #17 among its holdings.

1,587 funds tracked by Wall St. Rank hold VBR as of Q4 2024.

Atlas Financial Advisors held 3,410 shares of Vanguard Small-Cap Value ETF worth $676K as of Q4 2024.
Vanguard Small-Cap Value ETF was a new Atlas Financial Advisors position in Q4 2024.
Vanguard Small-Cap Value ETF made up 1.06% of Atlas Financial Advisors's portfolio in Q4 2024, its #17 holding.
1,587 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.