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

Atomi Financial Group’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	$15.7M	Buy	42,841 +4,953	+13%	+$1.69M	0.41%	53
2026 Q1	$11.5M	Buy	37,888 +3,814	+11%	+$1.2M	0.35%	56
2025 Q4	$10.3M	Sell	34,074 -3,462	-9%	-$1.04M	0.3%	60
2025 Q3	$11.2M	Sell	37,536 -306	-0.8%	-$88.3K	0.36%	52
2025 Q2	$10.5M	Sell	37,842 -6,088	-14%	-$1.57M	0.4%	50
2025 Q1	$11.1M	Buy	43,930 +38,153	+660%	+$10.6M	0.5%	41
2024 Q4	$1.62M	Buy	+5,777	New	+$1.63M	0.08%	178

Other funds holding VBK

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Atomi Financial Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 13% in Q2 2026, buying an estimated $1.69M and bringing the position to 42,841 shares worth $15.7M. The position accounts for 0.41% of the portfolio, ranked #53.

Atomi Financial Group first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Atomi Financial Group held 42,841 shares of Vanguard Morningstar Small-Cap Growth ETF worth $15.7M as of Q2 2026.
Atomi Financial Group bought 4,953 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.69M.
Vanguard Morningstar Small-Cap Growth ETF made up 0.41% of Atomi Financial Group's portfolio in Q2 2026, its #53 holding.
Atomi Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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