Atria Investments’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $82.4M | Buy |
1,131,774
+200,154
| +21% | +$15.6M | 0.92% | 14 |
|
|
2025
Q4 | $75.8M | Sell |
931,620
-50,112
| -5% | -$4.07M | 0.86% | 15 |
|
|
2025
Q3 | $78.5M | Sell |
981,732
-32,448
| -3% | -$2.48M | 0.9% | 11 |
|
|
2025
Q2 | $74.1M | Sell |
1,014,180
-42,072
| -4% | -$2.77M | 0.88% | 9 |
|
|
2025
Q1 | $65.3M | Sell |
1,056,252
-31,764
| -3% | -$2.14M | 0.84% | 12 |
|
|
2024
Q4 | $74.4M | Sell |
1,088,016
-1,128
| -0.1% | -$75.8K | 0.93% | 10 |
|
|
2024
Q3 | $69.7M | Sell |
1,089,144
-88,362
| -8% | -$5.48M | 0.87% | 10 |
|
|
2024
Q2 | $73.4M | Sell |
1,177,506
-846
| -0.1% | -$49.3K | 0.95% | 9 |
|
|
2024
Q1 | $67.6M | Buy |
1,178,352
+20,856
| +2% | +$1.15M | 0.93% | 11 |
|
|
2023
Q4 | $60M | Buy |
1,157,496
+72,972
| +7% | +$3.52M | 0.93% | 10 |
|
|
2023
Q3 | $49.2M | Buy |
1,084,524
+240,180
| +28% | +$11.3M | 0.88% | 9 |
|
|
2023
Q2 | $39.8M | Sell |
844,344
-266,712
| -24% | -$11.6M | 0.72% | 18 |
|
|
2023
Q1 | $46.2M | Buy |
1,111,056
+90,900
| +9% | +$3.54M | 0.87% | 11 |
|
|
2022
Q4 | $36.2M | Sell |
1,020,156
-37,734
| -4% | -$1.39M | 0.74% | 17 |
|
|
2022
Q3 | $37.7M | Sell |
1,057,890
-73,848
| -7% | -$2.97M | 0.83% | 15 |
|
|
2022
Q2 | $42M | Sell |
1,131,738
-112,962
| -9% | -$4.64M | 0.88% | 14 |
|
|
2022
Q1 | $59.7M | Sell |
1,244,700
-33,924
| -3% | -$1.6M | 1.04% | 9 |
|
|
2021
Q4 | $68.4M | Sell |
1,278,624
-44,190
| -3% | -$2.3M | 1.22% | 7 |
|
|
2021
Q3 | $64M | Buy |
1,322,814
+181,914
| +16% | +$9.05M | 1.16% | 11 |
|
|
2021
Q2 | $54.5M | Buy |
1,140,900
+163,176
| +17% | +$7.41M | 1.05% | 11 |
|
|
2021
Q1 | $41.9M | Buy |
977,724
+59,130
| +6% | +$2.53M | 0.93% | 13 |
|
|
2020
Q4 | $38.8M | Buy |
918,594
+21,012
| +2% | +$839K | 0.94% | 14 |
|
|
2020
Q3 | $34M | Sell |
897,582
-18,156
| -2% | -$670K | 1.03% | 13 |
|
|
2020
Q2 | $30.8M | Buy |
+915,738
| New | +$28.2M | 1.06% | 14 |
|
|
2020
Q1 | – | Sell |
-867,060
| Closed | -$26.3M | – | 1187 |
|
|
2019
Q4 | $26.3M | Buy |
867,060
+315,636
| +57% | +$9.11M | 0.71% | 21 |
|
|
2019
Q3 | $15.3M | Buy |
551,424
+45,486
| +9% | +$1.26M | 0.54% | 31 |
|
|
2019
Q2 | $13.7M | Buy |
505,938
+179,220
| +55% | +$4.79M | 0.51% | 32 |
|
|
2019
Q1 | $8.52M | Buy |
326,718
+120,306
| +58% | +$2.97M | 0.36% | 57 |
|
|
2018
Q4 | $4.62M | Sell |
206,412
-474,114
| -70% | -$11.5M | 0.2% | 80 |
|
|
2018
Q3 | $18.3M | Buy |
680,526
+13,338
| +2% | +$349K | 0.72% | 22 |
|
|
2018
Q2 | $16.7M | Buy |
667,188
+6,522
| +1% | +$160K | 0.73% | 26 |
|
|
2018
Q1 | $15.6M | Buy |
660,666
+42,360
| +7% | +$1.03M | 0.75% | 25 |
|
|
2017
Q4 | $14.5M | Buy |
618,306
+35,712
| +6% | +$820K | 0.72% | 26 |
|
|
2017
Q3 | $12.9M | Buy |
582,594
+4,326
| +0.7% | +$94.1K | 0.7% | 23 |
|
|
2017
Q2 | $12.2M | Sell |
578,268
-49,218
| -8% | -$1.03M | 0.75% | 21 |
|
|
2017
Q1 | $12.7M | Buy |
627,486
+104,268
| +20% | +$2.06M | 0.83% | 20 |
|
|
2016
Q4 | $9.72M | Sell |
523,218
-36,912
| -7% | -$683K | 0.74% | 23 |
|
|
2016
Q3 | $10.5M | Buy |
560,130
+111,756
| +25% | +$2.08M | 0.96% | 17 |
|
|
2016
Q2 | $8.13M | Sell |
448,374
-79,380
| -15% | -$1.41M | 0.88% | 20 |
|
|
2016
Q1 | $9.36M | Sell |
527,754
-46,932
| -8% | -$787K | 1.06% | 15 |
|
|
2015
Q4 | $9.56M | Buy |
574,686
+34,062
| +6% | +$610K | 1.05% | 15 |
|
|
2015
Q3 | $9.04M | Sell |
540,624
-753,372
| -58% | -$13.4M | 1.25% | 14 |
|
|
2015
Q2 | $23.1M | Sell |
1,293,996
-41,016
| -3% | -$745K | 2.71% | 6 |
|
|
2015
Q1 | $23.3M | Sell |
1,335,012
-261,450
| -16% | -$4.64M | 2.63% | 8 |
|
|
2014
Q4 | $27.8M | Sell |
1,596,462
-125,262
| -7% | -$2.13M | 2.95% | 4 |
|
|
2014
Q3 | $28.6M | Buy |
1,721,724
+12,636
| +0.7% | +$210K | 2.92% | 3 |
|
|
2014
Q2 | $28.2M | Buy |
1,709,088
+43,302
| +3% | +$686K | 2.81% | 3 |
|
|
2014
Q1 | $26M | Buy |
1,665,786
+55,302
| +3% | +$858K | 2.65% | 5 |
|
|
2013
Q4 | $25M | Buy |
1,610,484
+69,750
| +5% | +$1.03M | 2.49% | 4 |
|
|
2013
Q3 | $21.7M | Buy |
1,540,734
+114,558
| +8% | +$1.58M | 2.26% | 6 |
|
|
2013
Q2 | $18.6M | Buy |
+1,426,176
| New | +$18.8M | 2.26% | 6 |
|
Other funds holding VUG
EWA
Atria Investments's VUG Position: Q1 2026 in Review
Atria Investments increased its Vanguard Growth ETF (VUG) stake by 21% in Q1 2026, buying an estimated $15.6M and bringing the position to 1,131,774 shares worth $82.4M. The position accounts for 0.92% of the portfolio, ranked #14.
Atria Investments first reported a position in VUG in Q2 2013 and has held it in 51 quarters since. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.
- Atria Investments held 1,131,774 shares of Vanguard Growth ETF worth $82.4M as of Q1 2026.
- Atria Investments bought 200,154 Vanguard Growth ETF shares in Q1 2026, an estimated $15.6M.
- Vanguard Growth ETF made up 0.92% of Atria Investments's portfolio in Q1 2026, its #14 holding.
- Atria Investments first reported a position in Vanguard Growth ETF in Q2 2013 and has held it in 51 quarters since.
- 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.