ATLAS CAPITAL ADVISORS INC.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1434165 JACKSON, WY

Position in VB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,542,577

+$594,427 QoQ

Shares Held

5,089

+40.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#271

of 556 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,542,577	5,089	+40.6%	Shares	Sole	2026-08-13
2026-03-31	$948,150	3,620	-1.3%	Shares	Sole	2026-05-11
2025-12-31	$945,644	3,666	+71.1%	Shares	Sole	2026-02-13
2025-06-30	$507,611	2,142	-37.9%	Shares	Sole	2025-08-12
2025-03-31	$764,594	3,448	+0.6%	Shares	Sole	2025-05-12
2024-12-31	$823,679	3,428	-1.7%	Shares	Sole	2025-02-12
2024-09-30	$827,388	3,488	+0.5%	Shares	Sole	2024-11-05
2024-06-30	$756,380	3,469	-9.6%	Shares	Sole	2024-07-30
2024-03-31	$877,557	3,839	+41.5%	Shares	Sole	2024-04-15
2023-12-31	$578,977	2,714	-1.3%	Shares	Sole	2024-02-15
2023-09-30	$519,942	2,750	+41.1%	Shares	Sole	2023-11-14
2023-06-30	$387,636	1,949	+11.8%	Shares	Sole	2023-08-15
2023-03-31	$330,592	1,744	-7.5%	Shares	Sole	2023-05-16
2022-12-31	$346,156	1,886	+17.9%	Shares	Sole	2023-02-15
2022-09-30	$273,285	1,599	+0.3%	Shares	Sole	2022-11-08
2022-06-30	$280,719	1,594	+0.8%	Shares	Sole	2022-08-16
2022-03-31	$335,994	1,581	-1.2%	Shares	Sole	2022-05-11
2021-12-31	$361,616	1,600	-29.3%	Shares	Sole	2022-02-01
2021-09-30	$494,850	2,263	-4.3%	Shares	Sole	2021-10-28
2021-06-30	$532,787	2,365	+2.1%	Shares	Sole	2021-07-30
2021-03-31	$496,023	2,317	+26.3%	Shares	Sole	2021-05-10
2020-12-31	$357,237	1,835	+7.8%	Shares	Sole	2021-02-16
2020-09-30	$261,921	1,703	+4.4%	Shares	Sole	2020-10-23
2020-06-30	$237,815	1,632	-86.6%	Shares	Sole	2020-07-28
2020-03-31	$1,406,059	12,180	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.