Atomic Invest
VBR icon

Atomic Invest’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Atomic Invest’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
Q3 		$47.9K Buy
208
+4
+2% +$976 0.01% 159
2026
Q2 		$49.6K Buy
204
+8
+4% +$1.86K ﹤0.01% 125
2026
Q1 		$41.7K Buy
196
+113
+136% +$25.3K 0.02% 121
2025
Q4 		$17.9K Buy
+83
New +$17.4K 0.01% 155

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Atomic Invest's VBR Position: Q3 2026 in Review

Atomic Invest increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2% in Q3 2026, buying an estimated $976 and bringing the position to 208 shares worth $47.9K. The position accounts for 0.01% of the portfolio, ranked #159.

Atomic Invest first reported a position in VBR in Q4 2025 and has held it in 4 quarters since. The position peaked at $49.6K in Q2 2026. 1,589 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Atomic Invest held 208 shares of Vanguard Morningstar Small-Cap Value ETF worth $47.9K as of Q3 2026.
  • Atomic Invest bought 4 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $976.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Atomic Invest's portfolio in Q3 2026, its #159 holding.
  • Atomic Invest first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Atomic Invest's Vanguard Morningstar Small-Cap Value ETF position peaked at $49.6K in Q2 2026.
  • 1,589 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

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