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Atria Investments’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Atria Investments’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$279K Buy
+1,426
New +$263K ﹤0.01% 1900
2022
Q3 		– Sell
-9,417
Closed -$1.12M – 805
2022
Q2 		$1.12M Sell
9,417
-7,932
-46% -$1.04M 0.02% 706
2022
Q1 		$2.45M Sell
17,349
-4,726
-21% -$660K 0.04% 488
2021
Q4 		$3.21M Buy
22,075
+9,524
+76% +$1.39M 0.06% 396
2021
Q3 		$1.76M Buy
+12,551
New +$1.77M 0.03% 580

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
QIM
Quest Investment Management Lake Oswego, Oregon $856M AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Atria Investments's VTWV Position: Q2 2026 in Review

Atria Investments opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q2 2026: 1,426 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #1900 among its holdings. This is a return to the name: Atria Investments previously reported a position in VTWV as recently as Q2 2022.

Atria Investments first reported a position in VTWV in Q3 2021 and has held it in 5 quarters since. The position peaked at $3.21M in Q4 2021. 195 funds tracked by Wall St. Rank hold VTWV as of Q2 2026.

  • Atria Investments held 1,426 shares of Vanguard Russell 2000 Value ETF worth $279K as of Q2 2026.
  • Vanguard Russell 2000 Value ETF was a new Atria Investments position in Q2 2026.
  • Vanguard Russell 2000 Value ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1900 holding.
  • Atria Investments first reported a position in Vanguard Russell 2000 Value ETF in Q3 2021 and has held it in 5 quarters since.
  • Atria Investments's Vanguard Russell 2000 Value ETF position peaked at $3.21M in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2026.

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