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

Atomic Invest LLC’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
2025
Q4 		$17.9K Buy
+83
New +$17.4K 0.01% 155

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atomic Invest LLC's VBR Position: Q4 2025 in Review

Atomic Invest LLC opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025: 83 shares worth $17.9K. The stake represents 0.01% of the portfolio and ranks #155 among its holdings.

1,662 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Atomic Invest LLC held 83 shares of Vanguard Morningstar Small-Cap Value ETF worth $17.9K as of Q4 2025.
  • Vanguard Morningstar Small-Cap Value ETF was a new Atomic Invest LLC position in Q4 2025.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Atomic Invest LLC's portfolio in Q4 2025, its #155 holding.
  • 1,662 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.