Funds holding the stock
Sorted by market value, the list below shows funds with Atlantic Union Bankshares Corporation stocks. Equipped with price, change, and other helpful stats, they make investing in stocks more accessible and offer more opportunities at a lower risk.
Symbol | Mkt value | Weight | Issuer | Management style | Focus | Expense ratio | AUM | Price | Chg % | Rel vol | NAV total return 3Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 322.66 M USD | 0.31% | BlackRock, Inc. | Passive | Small cap | 0.06% | 103.03 B USD | 137.55 USD | +0.17% | 0.65 | +53.17% | |
| 183.56 M USD | 0.01% | The Vanguard Group, Inc. | Passive | Total market | 0.03% | 700.57 B USD | 381.94 USD | +0.63% | 0.78 | +83.35% | |
| 140.9 M USD | 0.18% | BlackRock, Inc. | Passive | Small cap | 0.19% | 78.37 B USD | 278.94 USD | +0.49% | 0.72 | +64.23% | |
| 132.87 M USD | 0.07% | The Vanguard Group, Inc. | Passive | Small cap | 0.03% | 77.75 B USD | 289.48 USD | +0.64% | 0.69 | +59.52% | |
| DDFSVDimensional US Small Cap Value ETF | 99.98 M USD | 0.37% | Dimensional Holdings, Inc. | Active | Small cap | 0.30% | 8.13 B USD | 37.95 USD | −0.39% | 0.78 | +26.51% |
| 84.34 M USD | 0.12% | The Vanguard Group, Inc. | Passive | Small cap | 0.05% | 35.54 B USD | 234.43 USD | +0.22% | 0.77 | +56.49% | |
| 67.04 M USD | 0.07% | The Vanguard Group, Inc. | Passive | Extended market | 0.05% | 30.42 B USD | 235.00 USD | +0.80% | 0.68 | +69.28% | |
| 51.16 M USD | 0.37% | BlackRock, Inc. | Passive | Small cap | 0.24% | 13.76 B USD | 210.87 USD | −0.04% | 0.99 | +64.86% | |
| 49.9 M USD | 0.32% | State Street Corp. | Passive | Small cap | 0.03% | 15.69 B USD | 53.45 USD | +0.17% | 0.55 | +53.39% | |
| 44.91 M USD | 0.60% | BlackRock, Inc. | Passive | Small cap | 0.18% | 7.53 B USD | 129.13 USD | −0.35% | 0.33 | +53.39% | |
| DDFASU.S. Small Cap Portfolio: ETF Class Shares | 41.96 M USD | 0.12% | Dimensional Holdings, Inc. | Active | Small cap | 0.26% | 15.04 B USD | 78.35 USD | +0.32% | 0.90 | +54.10% |
| 36.95 M USD | 1.12% | State Street Corp. | Passive | Financials | 0.35% | 3.65 B USD | 69.01 USD | −0.83% | 0.89 | +79.27% | |
| 33.52 M USD | 0.18% | The Vanguard Group, Inc. | Passive | Small cap | 0.06% | 16.57 B USD | 112.66 USD | +0.50% | 0.67 | +65.00% | |
| 28.62 M USD | 0.13% | The Charles Schwab Corp. | Passive | Small cap | 0.03% | 21.73 B USD | 32.79 USD | +0.40% | 0.71 | +65.93% | |
| 28.37 M USD | 0.60% | State Street Corp. | Passive | Small cap | 0.15% | 4.73 B USD | 103.00 USD | −0.30% | 0.90 | +53.47% | |
| 23.05 M USD | 0.02% | The Vanguard Group, Inc. | Passive | High dividend yield | 0.04% | 80.46 B USD | 158.75 USD | +0.32% | 0.81 | +67.41% | |
| 22.98 M USD | 0.21% | AJM Ventures LLC | Passive | Extended market | 0.77% | 3.81 M USD | 22.78 CAD | +0.13% | 0.00 | +12.93% | |
| 22.98 M USD | 0.21% | AJM Ventures LLC | Passive | Extended market | 0.59% | 10.91 B USD | 41.24 USD | +0.05% | 0.68 | +51.84% | |
| 22.41 M USD | 0.25% | Dimensional Holdings, Inc. | Active | Micro cap | 0.41% | 197.6 M USD | 57.81 USD | +0.20% | 0.49 | — | |
| 20.78 M USD | 0.32% | The Vanguard Group, Inc. | Passive | Small cap | 0.07% | 4.04 B USD | 127.96 USD | +0.13% | 0.44 | +53.27% | |
| 17.57 M USD | 1.64% | Invesco Ltd. | Passive | High dividend yield | 0.68% | 1.08 B USD | 22.94 USD | −0.67% | 0.74 | +38.83% | |
| 14.03 M USD | 0.95% | State Street Corp. | Passive | Financials | 0.35% | 1.5 B USD | 63.13 USD | −0.66% | 0.85 | +84.40% | |
| 12.86 M USD | 0.34% | WisdomTree, Inc. | Passive | Mid cap | 0.38% | 3.81 B USD | 54.70 USD | −0.05% | 0.50 | +42.91% | |
| 12.35 M USD | 0.62% | The Vanguard Group, Inc. | Passive | Small cap | 0.10% | 1.76 B USD | 110.86 USD | −0.35% | 0.54 | +53.82% | |
| 11.99 M USD | 0.44% | Principal Financial Group, Inc. | Active | Small cap | 0.38% | 2.71 B USD | 67.70 USD | +0.61% | 0.48 | +69.41% | |
| 11.2 M USD | 0.13% | The Charles Schwab Corp. | Passive | Small cap | 0.25% | 8.77 B USD | 35.62 USD | +0.17% | 0.97 | +53.09% | |
| 9.52 M USD | 0.12% | AJM Ventures LLC | Passive | High dividend yield | 0.43% | 7.76 B USD | 49.77 USD | −0.76% | 0.63 | +69.22% | |
| 9.34 M USD | 0.06% | The Vanguard Group, Inc. | Passive | Financials | 0.09% | 12.91 B USD | 133.12 USD | +0.76% | 0.42 | +74.01% | |
| 8.78 M USD | 1.35% | ProShare Advisors LLC | Passive | Small cap | 0.40% | 652.09 M USD | 72.07 USD | −0.32% | 0.66 | +37.42% | |
| 8.69 M USD | 0.18% | State Street Corp. | Passive | Small cap | 0.30% | 4.72 B USD | 73.24 EUR | +1.43% | 3.17 | +54.28% | |
| 8.69 M USD | 0.18% | State Street Corp. | Passive | Small cap | 0.46% | 164.15 M USD | 9.486 EUR | −0.36% | 0.00 | — | |
| 8.02 M USD | 0.32% | BlackRock, Inc. | Passive | Small cap | 0.30% | 2.54 B USD | 8,421 GBX | +1.17% | 4.55 | +40.53% | |
| 6.78 M USD | 0.01% | BlackRock, Inc. | Passive | Total market | 0.03% | 97.48 B USD | 169.66 USD | +0.64% | 0.89 | +83.40% | |
| 6.03 M USD | 0.23% | Invesco Ltd. | Passive | Extended market | 0.36% | 2.65 B USD | 53.16 USD | +0.64% | 0.16 | +67.10% | |
| 5.47 M USD | 0.38% | The Vanguard Group, Inc. | Passive | Small cap | 0.06% | 1.28 B USD | 185.81 USD | −0.13% | 0.63 | +65.91% | |
| 4.3 M USD | 0.74% | Invesco Ltd. | Passive | Small cap | 0.36% | 585.99 M USD | 65.52 USD | −0.70% | 0.79 | +45.68% | |
| 4.25 M USD | 0.17% | FMR LLC | Passive | Extended market | 0.15% | 2.53 B USD | 49.96 USD | +0.48% | 1.04 | +60.62% | |
| 4.16 M USD | 0.05% | BlackRock, Inc. | Passive | Small cap | 0.35% | 8.79 B USD | 10.186 USD | +1.39% | 0.40 | +64.80% | |
| 4.16 M USD | 0.18% | Deutsche Bank AG | Passive | Small cap | 0.36% | 2.28 B USD | 371.60 EUR | +1.50% | 0.89 | +52.61% | |
| 3.9 M USD | 0.29% | AJM Ventures LLC | Passive | Mid cap | 0.62% | 1.34 B USD | 137.08 USD | +0.32% | 0.71 | +53.92% | |
| 3.47 M USD | 2.03% | Thrivent Financial for Lutherans | Active | Small cap | 0.60% | 171.28 M USD | 29.49 USD | −0.23% | 0.01 | — | |
| 3.26 M USD | 0.01% | The Charles Schwab Corp. | Passive | Total market | 0.03% | 45.09 B USD | 29.91 USD | +0.61% | 0.69 | +83.45% | |
| 2.89 M USD | 0.19% | WisdomTree, Inc. | Passive | High dividend yield | 0.38% | 1.57 B USD | 112.96 USD | −0.66% | 0.99 | +62.26% | |
| 2.76 M USD | 1.19% | Victory Capital Holdings, Inc. | Passive | Small cap | 0.35% | 236.18 M USD | 61.87 USD | −0.41% | 0.31 | +40.00% | |
| 2.71 M USD | 0.14% | Invesco Ltd. | Passive | Small cap | 0.39% | 1.98 B USD | 57.02 USD | −0.44% | 1.32 | +64.13% | |
| 2.67 M USD | 0.90% | Rafferty Asset Management LLC | Passive | Financials | 0.92% | 321.64 M USD | 107.20 USD | −2.48% | 0.53 | +112.26% | |
| 2.6 M USD | 0.18% | Mirae Asset Global Investments Co., Ltd. | Passive | Small cap | 0.08% | 1.41 B USD | 109.09 USD | +0.21% | 0.59 | +28.64% | |
| 2.48 M USD | 0.02% | Dimensional Holdings, Inc. | Active | Total market | 0.21% | 15.31 B USD | 55.82 USD | +0.27% | 0.74 | +40.13% | |
| 2.36 M USD | 0.95% | AJM Ventures LLC | Passive | Financials | 0.60% | 247.83 M USD | 38.76 USD | +0.09% | 0.38 | +99.53% | |
| 2.3 M USD | 0.49% | First Trust Global Portfolios Management Ltd. | Passive | High dividend yield | 0.60% | 103.92 K USD | 2,673.8 GBX | +0.82% | — | +22.99% | |
| 2.3 M USD | 0.49% | First Trust Global Portfolios Management Ltd. | Passive | High dividend yield | 0.60% | 421.41 M USD | 2,952 GBX | +0.46% | 0.38 | +37.93% | |
| 2.16 M USD | 0.01% | American Century Cos., Inc. | Active | Total market | 0.15% | 14.81 B USD | 130.52 USD | +0.35% | 0.59 | +82.22% | |
| 2.11 M USD | 0.70% | Empirical Finance LLC | Active | Small cap | 0.79% | 300.23 M USD | 43.36 USD | −0.04% | 0.64 | +47.81% | |
| 1.94 M USD | 0.07% | BlackRock, Inc. | Passive | Small cap | 0.46% | 2.77 B USD | 670.5 USD | +1.53% | 0.97 | +58.02% | |
| 1.86 M USD | 1.11% | ORIX Corp. | Passive | Small cap | 0.61% | 167.22 M USD | 36.68 USD | +0.35% | 0.78 | +26.64% | |
| 1.85 M USD | 0.21% | AJM Ventures LLC | Active | Income | 0.85% | 880.14 M USD | 21.95 USD | −0.05% | 2.25 | +18.50% | |
| 1.85 M USD | 0.07% | BlackRock, Inc. | Passive | Small cap | 0.17% | 2.71 B USD | 52.74 USD | +0.59% | 0.80 | +63.06% | |
| 1.7 M USD | 0.01% | Dimensional Holdings, Inc. | Active | Total market | 0.09% | 21.52 B USD | 84.81 USD | +0.62% | 0.41 | +83.39% | |
| 1.61 M USD | 0.23% | Manulife Financial Corp. | Passive | Small cap | 0.42% | 690.52 M USD | 46.09 USD | +0.37% | 0.58 | +47.75% | |
| 1.61 M USD | 0.05% | JPMorgan Chase & Co. | Active | Extended market | 0.24% | 2.9 B USD | 74.75 USD | +0.39% | 0.80 | +59.02% | |
| 1.6 M USD | 0.21% | AJM Ventures LLC | Passive | Extended market | 0.64% | 379.58 M USD | 24.743 USD | +1.40% | 0.62 | +16.98% | |
| 1.6 M USD | 0.21% | AJM Ventures LLC | Passive | Extended market | 0.64% | 1.13 M USD | 2,117.0 GBX | +1.27% | — | — | |
| 1.6 M USD | 0.69% | Invesco Ltd. | Passive | Small cap | 0.25% | 231.92 M USD | 48.94 USD | −0.21% | 0.46 | +31.96% | |
| 1.57 M USD | 0.01% | BlackRock, Inc. | Passive | Total market | 0.20% | 20.45 B USD | 440.97 USD | +0.63% | 1.69 | +82.30% | |
| 1.54 M USD | 0.21% | JPMorgan Chase & Co. | Passive | Small cap | 0.09% | 729.9 M USD | 85.56 USD | +0.40% | 0.03 | +68.41% | |
| 1.43 M USD | 0.05% | The Vanguard Group, Inc. | Passive | Small cap | 0.32% | — | 73.75 AUD | +0.14% | 1.44 | +51.28% | |
| 1.42 M USD | 0.06% | FMR LLC | Passive | Financials | 0.08% | 2.25 B USD | 77.50 USD | +0.79% | 0.49 | +74.07% | |
| 1.39 M USD | 0.14% | State Street Corp. | Passive | Small cap | 0.35% | 996.47 M USD | 80.14 EUR | +1.28% | 0.75 | +59.03% | |
| 1.28 M USD | 0.01% | Dimensional Holdings, Inc. | Active | Total market | 0.12% | 13.05 B USD | 53.43 USD | +0.49% | 0.60 | +80.12% | |
| 1.17 M USD | 0.01% | The Vanguard Group, Inc. | Passive | Total market | 0.09% | 13.47 B USD | 138.02 USD | +0.61% | 0.56 | +85.10% | |
| 1.16 M USD | 0.11% | The Goldman Sachs Group, Inc. | Passive | Small cap | 0.20% | 1.04 B USD | 86.29 USD | +0.43% | 0.87 | +61.03% | |
| 1.1 M USD | 0.17% | BlackRock, Inc. | Passive | Small cap | 0.06% | 659.62 M USD | 75.39 USD | −0.06% | 0.61 | +55.84% | |
| 1.08 M USD | 0.05% | Northern Trust Corp. | Passive | Total market | 0.25% | 2.21 B USD | 282.15 USD | +0.45% | 0.16 | +77.70% | |
| 1.05 M USD | 0.12% | WisdomTree, Inc. | Passive | Mid cap | 0.38% | 903.36 M USD | 72.57 USD | +0.06% | 2.92 | +49.59% | |
| 968.28 K USD | 0.44% | AJM Ventures LLC | Passive | Mid cap | 0.74% | 223.54 M USD | 60.20 USD | −0.37% | 0.46 | +42.35% | |
| 930.29 K USD | 0.05% | State Street Corp. | Passive | Small cap | 0.46% | 50.84 M USD | 12.086 EUR | +1.43% | 0.88 | — | |
| 930.29 K USD | 0.05% | State Street Corp. | Passive | Small cap | 0.46% | 1.94 B USD | 128.60 EUR | +1.39% | 1.02 | +53.96% | |
| 895.6 K USD | 0.26% | Timothy Partners Ltd. | Passive | Small cap | 0.52% | 350.07 M USD | 45.24 USD | +0.09% | 0.29 | +50.69% | |
| 865.03 K USD | 0.09% | The Vanguard Group, Inc. | Active | Total market | 0.28% | — | 80.46 AUD | +0.59% | 1.42 | +63.30% | |
| 844.83 K USD | 0.36% | Invesco Ltd. | Passive | Small cap | 0.15% | 236.41 M USD | 32.36 USD | +0.12% | 0.04 | +54.52% | |
| 731.77 K USD | 0.35% | BlackRock, Inc. | Passive | Small cap | 0.12% | 208.9 M USD | 48.65 USD | +0.60% | 1.13 | +52.82% | |
| 704.02 K USD | 0.48% | SAS Rue la Boétie | Passive | Small cap | 0.36% | 148.77 M USD | 74.52 EUR | +1.11% | 1.03 | +7.19% | |
| 701.5 K USD | 0.08% | The Vanguard Group, Inc. | Active | Total market | 0.13% | 919.03 M USD | 153.78 USD | −0.36% | 0.93 | +65.43% | |
| 617.71 K USD | 0.18% | Invesco Ltd. | Passive | Small cap | 0.25% | 334.05 M USD | 128.64 EUR | +1.55% | 1.04 | +53.62% | |
| 517.78 K USD | 0.32% | Bank of Montreal | Passive | Small cap | 0.23% | 134.51 M USD | 52.02 CAD | +0.44% | 0.03 | +58.97% | |
| 517.78 K USD | 0.32% | Bank of Montreal | Passive | Small cap | 0.24% | 19.73 M USD | 43.27 CAD | +0.19% | 0.00 | +43.48% | |
| 517.78 K USD | 0.32% | Bank of Montreal | Passive | Small cap | 0.23% | 9.67 M USD | 48.42 USD | +0.19% | 0.00 | +51.52% | |
| 491.58 K USD | 0.01% | The Vanguard Group, Inc. | Passive | Total market | 0.06% | 4.98 B USD | 342.18 USD | +0.62% | 0.37 | +82.88% | |
| 487.17 K USD | 0.10% | Legal & General Group Plc | Passive | High dividend yield | 0.29% | 406.38 M USD | 9.672 EUR | +0.35% | 1.81 | — | |
| 453.98 K USD | 0.03% | WisdomTree, Inc. | Passive | Total market | 0.28% | 1.65 B USD | 95.09 USD | +0.25% | 0.45 | +67.64% | |
| 429.56 K USD | 0.01% | The Charles Schwab Corp. | Passive | Large cap | 0.03% | 5.81 B USD | 37.43 USD | +0.65% | 0.72 | +84.37% | |
| 424.42 K USD | 0.17% | UBS Group AG | Passive | Small cap | 0.20% | 253.55 M USD | 216.55 USD | −2.15% | 1.01 | +52.20% | |
| 418.98 K USD | 0.16% | Invesco Ltd. | Passive | Small cap | 0.39% | 264.64 M USD | 49.62 USD | +0.23% | 9.48 | +52.83% | |
| 405.18 K USD | 1.68% | American Century Cos., Inc. | Active | Small cap | 0.49% | 24.22 M USD | 47.15 USD | −0.21% | 0.00 | — | |
| 354.26 K USD | 0.06% | The Vanguard Group, Inc. | Active | Total market | 0.46% | 620.35 M USD | 73.97 CAD | +0.09% | 0.94 | +86.02% | |
| 339.29 K USD | 0.16% | Legal & General Group Plc | Passive | Small cap | 0.30% | 211.7 M USD | 135.50 USD | +1.43% | 0.01 | +59.71% | |
| 332.75 K USD | 1.27% | Invesco Ltd. | Passive | Financials | 0.29% | 26.24 M USD | 60.88 USD | −0.22% | 0.20 | +57.54% | |
| 326.71 K USD | 0.05% | BlackRock, Inc. | Passive | Small cap | 0.30% | 655.62 M USD | 34.20 USD | +0.73% | 0.22 | — | |
| 318.35 K USD | 0.17% | ProShare Advisors LLC | Passive | Small cap | 0.55% | 184.09 M USD | 43.03 USD | +0.89% | 0.15 | +31.99% | |
| 306.09 K USD | 0.01% | Dimensional Holdings, Inc. | Active | Total market | 0.15% | 2.38 B USD | 48.11 USD | +0.48% | 0.58 | +29.15% |