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

Atomi Financial Group’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16M Buy
65,686
+5,128
+8% +$1.19M 0.42% 52
2026
Q1 		$13.2M Buy
60,558
+3,540
+6% +$791K 0.4% 51
2025
Q4 		$12.1M Sell
57,018
-2,001
-3% -$419K 0.35% 53
2025
Q3 		$12.3M Buy
59,019
+1,811
+3% +$370K 0.4% 49
2025
Q2 		$11.2M Sell
57,208
-9,724
-15% -$1.8M 0.42% 45
2025
Q1 		$12.5M Buy
66,932
+51,218
+326% +$10.1M 0.57% 36
2024
Q4 		$3.11M Buy
15,714
+10,773
+218% +$2.21M 0.16% 107
2024
Q3 		$992K Sell
4,941
-3,131
-39% -$602K 0.06% 248
2024
Q2 		$1.47M Buy
8,072
+533
+7% +$98.5K 0.11% 151
2024
Q1 		$1.45M Buy
7,539
+737
+11% +$133K 0.13% 141
2023
Q4 		$1.22M Buy
6,802
+632
+10% +$103K 0.17% 118
2023
Q3 		$984K Buy
6,170
+1,792
+41% +$300K 0.33% 83
2023
Q2 		$724K Buy
4,378
+432
+11% +$68K 0.33% 91
2023
Q1 		$626K Buy
+3,946
New +$653K 0.35% 84

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Atomi Financial Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 8.5% in Q2 2026, buying an estimated $1.19M and bringing the position to 65,686 shares worth $16M. The position accounts for 0.42% of the portfolio, ranked #52.

Atomi Financial Group first reported a position in VBR in Q1 2023 and has held it in 14 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Atomi Financial Group held 65,686 shares of Vanguard Morningstar Small-Cap Value ETF worth $16M as of Q2 2026.
  • Atomi Financial Group bought 5,128 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $1.19M.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.42% of Atomi Financial Group's portfolio in Q2 2026, its #52 holding.
  • Atomi Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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