Atria Investments’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Atria Investments’s Portfolio VONG Stock Details VONG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.46M	Buy	27,044 +13,158	+95%	+$1.63M	0.03%	513
2026 Q1	$1.52M	Sell	13,886 -14,764	-52%	-$1.73M	0.02%	831
2025 Q4	$3.49M	Buy	28,650 +6,138	+27%	+$748K	0.04%	501
2025 Q3	$2.71M	Buy	22,512 +1,191	+6%	+$137K	0.03%	598
2025 Q2	$2.33M	Buy	21,321 +16,765	+368%	+$1.65M	0.03%	667
2025 Q1	$423K	Sell	4,556 -37,765	-89%	-$3.84M	0.01%	1444
2024 Q4	$4.37M	Buy	42,321 +33,532	+382%	+$3.4M	0.05%	395
2024 Q3	$848K	Sell	8,789 -4,176	-32%	-$390K	0.01%	1061
2024 Q2	$1.22M	Sell	12,965 -1,208	-9%	-$106K	0.02%	837
2024 Q1	$1.23M	Sell	14,173 -1,009	-7%	-$83.7K	0.02%	864
2023 Q4	$1.18M	Buy	+15,182	New	+$1.11M	0.02%	821
2023 Q3	–	Sell	-17,176	Closed	-$1.22M	–	894
2023 Q2	$1.22M	Buy	+17,176	New	+$1.12M	0.02%	760
2022 Q4	–	Sell	-22,119	Closed	-$1.2M	–	809
2022 Q3	$1.2M	Buy	+22,119	New	+$1.34M	0.03%	657
2022 Q2	–	Sell	-151,463	Closed	-$10.8M	–	889
2022 Q1	$10.8M	Buy	151,463 +37,775	+33%	+$2.65M	0.19%	131
2021 Q4	$8.93M	Buy	113,688 +3,951	+4%	+$301K	0.16%	152
2021 Q3	$7.73M	Buy	+109,737	New	+$7.98M	0.14%	164
2020 Q2	–	Sell	-10,196	Closed	-$394K	–	765
2020 Q1	$394K	Sell	10,196 -1,504	-13%	-$66.6K	0.03%	397
2019 Q4	$529K	Sell	11,700 -320	-3%	-$13.7K	0.01%	769
2019 Q3	$493K	Sell	12,020 -1,288	-10%	-$53.1K	0.02%	583
2019 Q2	$538K	Sell	13,308 -560	-4%	-$22.3K	0.02%	556
2019 Q1	$539K	Buy	13,868 +5,532	+66%	+$204K	0.02%	514
2018 Q4	$280K	Sell	8,336 -4,156	-33%	-$150K	0.01%	672
2018 Q3	$499K	Buy	12,492 +5,008	+67%	+$195K	0.02%	591
2018 Q2	$275K	Buy	+7,484	New	+$271K	0.01%	763

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Atria Investments's VONG Position: Q2 2026 in Review

Atria Investments increased its Vanguard Russell 1000 Growth ETF (VONG) stake by 95% in Q2 2026, buying an estimated $1.63M and bringing the position to 27,044 shares worth $3.46M. The position accounts for 0.03% of the portfolio, ranked #513.

Atria Investments first reported a position in VONG in Q2 2018 and has held it in 24 quarters since. The position peaked at $10.8M in Q1 2022. 958 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Atria Investments held 27,044 shares of Vanguard Russell 1000 Growth ETF worth $3.46M as of Q2 2026.
Atria Investments bought 13,158 Vanguard Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.63M.
Vanguard Russell 1000 Growth ETF made up 0.03% of Atria Investments's portfolio in Q2 2026, its #513 holding.
Atria Investments first reported a position in Vanguard Russell 1000 Growth ETF in Q2 2018 and has held it in 24 quarters since.
Atria Investments's Vanguard Russell 1000 Growth ETF position peaked at $10.8M in Q1 2022.
958 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.