Atria Investments’s Vanguard Total World Stock ETF VT Stock Holding History

Atria Investments’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10M	Buy	63,842 +41,751	+189%	+$6.37M	0.1%	204
2026 Q1	$3.06M	Buy	22,091 +7,975	+56%	+$1.15M	0.03%	535
2025 Q4	$1.99M	Buy	14,116 +9,696	+219%	+$1.36M	0.02%	720
2025 Q3	$609K	Buy	+4,420	New	+$587K	0.01%	1316
2025 Q1	–	Sell	-6,971	Closed	-$819K	–	2007
2024 Q4	$819K	Buy	+6,971	New	+$837K	0.01%	1089
2023 Q1	–	Sell	-208,414	Closed	-$18M	–	877
2022 Q4	$18M	Buy	208,414 +11,011	+6%	+$941K	0.37%	50
2022 Q3	$15.6M	Sell	197,403 -33,661	-15%	-$2.96M	0.34%	57
2022 Q2	$19.7M	Buy	231,064 +89,062	+63%	+$8.23M	0.41%	40
2022 Q1	$14.4M	Buy	+142,002	New	+$14.4M	0.25%	81
2019 Q1	–	Sell	-8,004	Closed	-$524K	–	1031
2018 Q4	$524K	Buy	+8,004	New	+$560K	0.02%	489
2018 Q2	–	Sell	-5,794	Closed	-$427K	–	1013
2018 Q1	$427K	Buy	+5,794	New	+$439K	0.02%	559
2017 Q2	–	Sell	-7,455	Closed	-$486K	–	798
2017 Q1	$486K	Buy	+7,455	New	+$477K	0.03%	400

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Atria Investments's VT Position: Q2 2026 in Review

Atria Investments increased its Vanguard Total World Stock ETF (VT) stake by 189% in Q2 2026, buying an estimated $6.37M and bringing the position to 63,842 shares worth $10M. The position accounts for 0.1% of the portfolio, ranked #204.

Atria Investments first reported a position in VT in Q1 2017 and has held it in 12 quarters since. The position peaked at $19.7M in Q2 2022. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Atria Investments held 63,842 shares of Vanguard Total World Stock ETF worth $10M as of Q2 2026.
Atria Investments bought 41,751 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $6.37M.
Vanguard Total World Stock ETF made up 0.1% of Atria Investments's portfolio in Q2 2026, its #204 holding.
Atria Investments first reported a position in Vanguard Total World Stock ETF in Q1 2017 and has held it in 12 quarters since.
Atria Investments's Vanguard Total World Stock ETF position peaked at $19.7M in Q2 2022.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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