Atria Investments’s Vanguard Russell 2000 Growth ETF VTWG Stock Holding History

Atria Investments’s Portfolio VTWG Stock Details VTWG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$376K	Buy	+1,308	New	+$348K	﹤0.01%	1695
2022 Q2	–	Sell	-8,505	Closed	-$1.58M	–	893
2022 Q1	$1.58M	Sell	8,505 -2,135	-20%	-$397K	0.03%	657
2021 Q4	$2.27M	Buy	10,640 +4,088	+62%	+$897K	0.04%	513
2021 Q3	$1.4M	Buy	+6,552	New	+$1.43M	0.03%	663

Other funds holding VTWG

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

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

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Atria Investments's VTWG Position: Q2 2026 in Review

Atria Investments opened a new position in Vanguard Russell 2000 Growth ETF (VTWG) in Q2 2026: 1,308 shares worth $376K. The stake represents ﹤0.01% of the portfolio and ranks #1695 among its holdings. This is a return to the name: Atria Investments previously reported a position in VTWG as recently as Q1 2022.

Atria Investments first reported a position in VTWG in Q3 2021 and has held it in 4 quarters since. The position peaked at $2.27M in Q4 2021. 222 funds tracked by Wall St. Rank hold VTWG as of Q2 2026.

Atria Investments held 1,308 shares of Vanguard Russell 2000 Growth ETF worth $376K as of Q2 2026.
Vanguard Russell 2000 Growth ETF was a new Atria Investments position in Q2 2026.
Vanguard Russell 2000 Growth ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1695 holding.
Atria Investments first reported a position in Vanguard Russell 2000 Growth ETF in Q3 2021 and has held it in 4 quarters since.
Atria Investments's Vanguard Russell 2000 Growth ETF position peaked at $2.27M in Q4 2021.
222 funds tracked by Wall St. Rank held Vanguard Russell 2000 Growth ETF as of Q2 2026.

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