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Atomi Financial Group’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Atomi Financial Group’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 		$41.7M Buy
137,539
+402
+0.3% +$115K 1.09% 18
2026
Q1 		$35.9M Sell
137,137
-17,709
-11% -$4.79M 1.1% 19
2025
Q4 		$39.9M Buy
154,846
+3,551
+2% +$910K 1.17% 20
2025
Q3 		$38.5M Buy
151,295
+13,703
+10% +$3.4M 1.24% 19
2025
Q2 		$32.6M Buy
137,592
+26,506
+24% +$5.91M 1.23% 19
2025
Q1 		$24.6M Buy
111,086
+13,072
+13% +$3.12M 1.12% 19
2024
Q4 		$23.6M Buy
98,014
+11,512
+13% +$2.83M 1.19% 18
2024
Q3 		$20.5M Buy
86,502
+17,796
+26% +$4.04M 1.28% 12
2024
Q2 		$15M Buy
68,706
+20,480
+42% +$4.5M 1.11% 19
2024
Q1 		$11M Sell
48,226
-1,665
-3% -$358K 1.02% 15
2023
Q4 		$10.6M Buy
+49,891
New +$9.61M 1.47% 9

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

Atomi Financial Group's VB Position: Q2 2026 in Review

Atomi Financial Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.29% in Q2 2026, buying an estimated $115K and bringing the position to 137,539 shares worth $41.7M. The position accounts for 1.09% of the portfolio, ranked #18.

Atomi Financial Group first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,461 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Atomi Financial Group held 137,539 shares of Vanguard Morningstar Small-Cap ETF worth $41.7M as of Q2 2026.
  • Atomi Financial Group bought 402 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $115K.
  • Vanguard Morningstar Small-Cap ETF made up 1.09% of Atomi Financial Group's portfolio in Q2 2026, its #18 holding.
  • Atomi Financial Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,461 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.