Atomic Invest
VBK icon

Atomic Invest’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Atomic Invest’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
Q3 		$49.9K Hold
148
– – 0.01% 153
2026
Q2 		$53.4K Hold
148
– – ﹤0.01% 118
2026
Q1 		$42.8K Buy
148
+11
+8% +$3.46K 0.02% 119
2025
Q4 		$41.7K Buy
+137
New +$41.3K 0.02% 93

Other funds holding VBK

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Atomic Invest's VBK Position: Q3 2026 in Review

Atomic Invest held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 148 shares worth $49.9K. The position accounts for 0.01% of the portfolio, ranked #153.

Atomic Invest first reported a position in VBK in Q4 2025 and has held it in 4 quarters since. The position peaked at $53.4K in Q2 2026. 1,163 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Atomic Invest held 148 shares of Vanguard Morningstar Small-Cap Growth ETF worth $49.9K as of Q3 2026.
  • Atomic Invest left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Atomic Invest's portfolio in Q3 2026, its #153 holding.
  • Atomic Invest first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Atomic Invest's Vanguard Morningstar Small-Cap Growth ETF position peaked at $53.4K in Q2 2026.
  • 1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Atomic Invest's 13F filing for Q3 2026, filed 13 Nov 2026.