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Atmos Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Atmos Advisory’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 		$17.6M Buy
58,007
+594
+1% +$170K 9.19% 5
2026
Q1 		$15M Buy
57,413
+834
+1% +$226K 8.54% 7
2025
Q4 		$14.6M Buy
56,579
+2,817
+5% +$722K 8.46% 5
2025
Q3 		$13.7M Sell
53,762
-77
-0.1% -$19.1K 8.33% 5
2025
Q2 		$12.8M Sell
53,839
-156
-0.3% -$34.8K 8.13% 7
2025
Q1 		$12M Buy
53,995
+962
+2% +$230K 8.04% 7
2024
Q4 		$12.7M Buy
53,033
+400
+0.8% +$98.4K 8.85% 5
2024
Q3 		$12.5M Buy
52,633
+1,942
+4% +$441K 8.87% 5
2024
Q2 		$11.1M Buy
50,691
+1,434
+3% +$315K 8.65% 5
2024
Q1 		$11.3M Sell
49,257
-1,880
-4% -$404K 9.02% 5
2023
Q4 		$10.9M Sell
51,137
-35
-0.1% -$6.74K 8.75% 4
2023
Q3 		$9.68M Buy
51,172
+1,662
+3% +$331K 8.27% 7
2023
Q2 		$9.85M Buy
49,510
+601
+1% +$114K 8.31% 7
2023
Q1 		$9.27M Sell
48,909
-684
-1% -$133K 8.01% 7
2022
Q4 		$9.1M Buy
49,593
+11,381
+30% +$2.11M 8.14% 6
2022
Q3 		$6.53M Buy
38,212
+494
+1% +$93.3K 6.2% 6
2022
Q2 		$6.64M Buy
37,718
+1,145
+3% +$221K 6.03% 6
2022
Q1 		$7.77M Buy
36,573
+3,334
+10% +$702K 6.45% 6
2021
Q4 		$7.51M Buy
+33,239
New +$7.55M 6.28% 6

Other funds holding VB

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Atmos Advisory's VB Position: Q2 2026 in Review

Atmos Advisory increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 1% in Q2 2026, buying an estimated $170K and bringing the position to 58,007 shares worth $17.6M. The position accounts for 9.19% of the portfolio, ranked #5.

Atmos Advisory first reported a position in VB in Q4 2021 and has held it in 19 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Atmos Advisory held 58,007 shares of Vanguard Morningstar Small-Cap ETF worth $17.6M as of Q2 2026.
  • Atmos Advisory bought 594 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $170K.
  • Vanguard Morningstar Small-Cap ETF made up 9.19% of Atmos Advisory's portfolio in Q2 2026, its #5 holding.
  • Atmos Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Atmos Advisory's 13F filing for Q2 2026, filed 2 Jul 2026.