Atlantic Union Bankshares’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Atlantic Union Bankshares’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.66M	Buy	28,564 +3,692	+15%	+$1.06M	0.14%	141
2026 Q1	$6.51M	Buy	24,872 +464	+2%	+$126K	0.13%	156
2025 Q4	$6.3M	Buy	24,408 +1,633	+7%	+$418K	0.12%	158
2025 Q3	$5.79M	Buy	22,775 +870	+4%	+$216K	0.11%	177
2025 Q2	$5.19M	Buy	+21,905	New	+$4.89M	0.12%	167

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Atlantic Union Bankshares's VB Position: Q2 2026 in Review

Atlantic Union Bankshares increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 15% in Q2 2026, buying an estimated $1.06M and bringing the position to 28,564 shares worth $8.66M. The position accounts for 0.14% of the portfolio, ranked #141.

Atlantic Union Bankshares first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Atlantic Union Bankshares held 28,564 shares of Vanguard Morningstar Small-Cap ETF worth $8.66M as of Q2 2026.
Atlantic Union Bankshares bought 3,692 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.06M.
Vanguard Morningstar Small-Cap ETF made up 0.14% of Atlantic Union Bankshares's portfolio in Q2 2026, its #141 holding.
Atlantic Union Bankshares first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.