AI
VBK icon

Atria Investments’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Atria Investments’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 		$21.6M Buy
71,414
+4,318
+6% +$1.36M 0.24% 70
2025
Q4 		$20.3M Buy
67,096
+2,596
+4% +$783K 0.23% 71
2025
Q3 		$19.2M Buy
64,500
+1,711
+3% +$494K 0.22% 78
2025
Q2 		$17.4M Buy
62,789
+2,823
+5% +$727K 0.21% 98
2025
Q1 		$15.1M Buy
59,966
+315
+0.5% +$87.3K 0.19% 110
2024
Q4 		$16.7M Sell
59,651
-5,741
-9% -$1.62M 0.21% 97
2024
Q3 		$17.5M Buy
65,392
+3,881
+6% +$994K 0.22% 95
2024
Q2 		$15.4M Sell
61,511
-6,663
-10% -$1.66M 0.2% 103
2024
Q1 		$17.8M Buy
68,174
+2,674
+4% +$657K 0.24% 82
2023
Q4 		$15.8M Buy
65,500
+56,065
+594% +$12.2M 0.25% 91
2023
Q3 		$2.02M Buy
9,435
+1,278
+16% +$290K 0.04% 562
2023
Q2 		$1.87M Sell
8,157
-192
-2% -$41.8K 0.03% 582
2023
Q1 		$1.81M Sell
8,349
-2,185
-21% -$472K 0.03% 572
2022
Q4 		$2.11M Sell
10,534
-796
-7% -$163K 0.04% 489
2022
Q3 		$2.21M Sell
11,330
-9,163
-45% -$1.97M 0.05% 449
2022
Q2 		$4.04M Sell
20,493
-5,184
-20% -$1.12M 0.08% 293
2022
Q1 		$6.37M Buy
25,677
+7,727
+43% +$1.9M 0.11% 216
2021
Q4 		$5.06M Buy
17,950
+803
+5% +$230K 0.09% 277
2021
Q3 		$4.8M Buy
17,147
+9,139
+114% +$2.62M 0.09% 256
2021
Q2 		$2.32M Buy
8,008
+668
+9% +$187K 0.04% 448
2021
Q1 		$2.02M Sell
7,340
-2,626
-26% -$740K 0.04% 451
2020
Q4 		$2.67M Buy
9,966
+303
+3% +$73.3K 0.06% 334
2020
Q3 		$2.08M Buy
9,663
+443
+5% +$93.6K 0.06% 332
2020
Q2 		$1.84M Buy
+9,220
New +$1.66M 0.06% 329
2020
Q1 		– Sell
-2,958
Closed -$588K – 1164
2019
Q4 		$588K Buy
2,958
+905
+44% +$172K 0.02% 723
2019
Q3 		$374K Sell
2,053
-146
-7% -$27.2K 0.01% 653
2019
Q2 		$400K Buy
2,199
+421
+24% +$76.6K 0.01% 645
2019
Q1 		$320K Buy
+1,778
New +$305K 0.01% 676

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Atria Investments's VBK Position: Q1 2026 in Review

Atria Investments increased its Vanguard Small-Cap Growth ETF (VBK) stake by 6.4% in Q1 2026, buying an estimated $1.36M and bringing the position to 71,414 shares worth $21.6M. The position accounts for 0.24% of the portfolio, ranked #70.

Atria Investments first reported a position in VBK in Q1 2019 and has held it in 28 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Atria Investments held 71,414 shares of Vanguard Small-Cap Growth ETF worth $21.6M as of Q1 2026.
  • Atria Investments bought 4,318 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $1.36M.
  • Vanguard Small-Cap Growth ETF made up 0.24% of Atria Investments's portfolio in Q1 2026, its #70 holding.
  • Atria Investments first reported a position in Vanguard Small-Cap Growth ETF in Q1 2019 and has held it in 28 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.