Atomi Financial Group’s Vanguard 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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Atomi Financial Group's VBK Position: Q1 2026 in Review

Atomi Financial Group increased its Vanguard Small-Cap Growth ETF (VBK) stake by 11% in Q1 2026, buying an estimated $1.2M and bringing the position to 37,888 shares worth $11.5M. The position accounts for 0.35% of the portfolio, ranked #56.

Atomi Financial Group first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Atomi Financial Group held 37,888 shares of Vanguard Small-Cap Growth ETF worth $11.5M as of Q1 2026.
Atomi Financial Group bought 3,814 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $1.2M.
Vanguard Small-Cap Growth ETF made up 0.35% of Atomi Financial Group's portfolio in Q1 2026, its #56 holding.
Atomi Financial Group first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.