Atria Investments’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Atria Investments’s Portfolio VTWO Stock Details VTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.97M	Buy	40,919 +37,942	+1,275%	+$4.31M	0.05%	388
2026 Q1	$298K	Buy	+2,977	New	+$310K	﹤0.01%	1761
2023 Q1	–	Sell	-16,332	Closed	-$1.15M	–	878
2022 Q4	$1.15M	Buy	16,332 +858	+6%	+$61.6K	0.02%	710
2022 Q3	$1.03M	Buy	+15,474	New	+$1.14M	0.02%	713
2021 Q3	–	Sell	-38,919	Closed	-$3.6M	–	830
2021 Q2	$3.6M	Buy	38,919 +1,461	+4%	+$133K	0.07%	320
2021 Q1	$3.34M	Buy	+37,458	New	+$3.3M	0.07%	308

Other funds holding VTWO

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

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

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atria Investments's VTWO Position: Q2 2026 in Review

Atria Investments increased its Vanguard Russell 2000 ETF (VTWO) stake by 1,275% in Q2 2026, buying an estimated $4.31M and bringing the position to 40,919 shares worth $4.97M. The position accounts for 0.05% of the portfolio, ranked #388.

Atria Investments first reported a position in VTWO in Q1 2021 and has held it in 6 quarters since. 745 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Atria Investments held 40,919 shares of Vanguard Russell 2000 ETF worth $4.97M as of Q2 2026.
Atria Investments bought 37,942 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $4.31M.
Vanguard Russell 2000 ETF made up 0.05% of Atria Investments's portfolio in Q2 2026, its #388 holding.
Atria Investments first reported a position in Vanguard Russell 2000 ETF in Q1 2021 and has held it in 6 quarters since.
745 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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