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Atlas Legacy Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Atlas Legacy Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$973K Buy
2,662
+115
+5% +$39.2K 0.14% 101
2026
Q1 		$770K Buy
2,547
+184
+8% +$57.8K 0.14% 105
2025
Q4 		$714K Buy
2,363
+247
+12% +$74.5K 0.13% 111
2025
Q3 		$630K Buy
2,116
+40
+2% +$11.5K 0.12% 112
2025
Q2 		$575K Buy
2,076
+509
+32% +$131K 0.13% 108
2025
Q1 		$395K Sell
1,567
-103
-6% -$28.5K 0.1% 121
2024
Q4 		$468K Buy
+1,670
New +$472K 0.11% 112

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Atlas Legacy Advisors's VBK Position: Q2 2026 in Review

Atlas Legacy Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 4.5% in Q2 2026, buying an estimated $39.2K and bringing the position to 2,662 shares worth $973K. The position accounts for 0.14% of the portfolio, ranked #101.

Atlas Legacy Advisors first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Atlas Legacy Advisors held 2,662 shares of Vanguard Morningstar Small-Cap Growth ETF worth $973K as of Q2 2026.
  • Atlas Legacy Advisors bought 115 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $39.2K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.14% of Atlas Legacy Advisors's portfolio in Q2 2026, its #101 holding.
  • Atlas Legacy Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.