Atria Wealth Solutions’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Atria Wealth Solutions’s Portfolio VTHR Stock Details VTHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$449K	Sell	1,636 -69	-4%	-$17.4K	0.01%	965
2025 Q1	$421K	Hold	1,705	–	–	0.01%	1281
2024 Q4	$443K	Buy	1,705 +28	+2%	+$7.33K	﹤0.01%	1334
2024 Q3	$425K	Buy	1,677 +78	+5%	+$19.1K	﹤0.01%	1317
2024 Q2	$384K	Buy	1,599 +358	+29%	+$83K	﹤0.01%	1363
2024 Q1	$289K	Buy	+1,241	New	+$275K	﹤0.01%	1575
2023 Q3	–	Sell	-1,358	Closed	-$268K	–	1989
2023 Q2	$268K	Hold	1,358	–	–	﹤0.01%	1513
2023 Q1	$249K	Sell	1,358 -69	-5%	-$12.4K	﹤0.01%	1527
2022 Q4	$245K	Buy	1,427 +1	+0.1%	+$173	﹤0.01%	1478
2022 Q3	$231K	Sell	1,426 -150	-10%	-$26.8K	﹤0.01%	1473
2022 Q2	$267K	Sell	1,576 -757	-32%	-$139K	0.01%	1274
2022 Q1	$476K	Buy	+2,333	New	+$469K	0.01%	1093

Other funds holding VTHR

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

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

Atria Wealth Solutions's VTHR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard Russell 3000 ETF (VTHR) stake by 4% in Q2 2025, selling an estimated $17.4K and leaving 1,636 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #965.

Atria Wealth Solutions first reported a position in VTHR in Q1 2022 and has held it in 12 quarters since. The position peaked at $476K in Q1 2022. 210 funds tracked by Wall St. Rank hold VTHR as of Q2 2025.

Atria Wealth Solutions held 1,636 shares of Vanguard Russell 3000 ETF worth $449K as of Q2 2025.
Atria Wealth Solutions sold 69 Vanguard Russell 3000 ETF shares in Q2 2025, an estimated $17.4K.
Vanguard Russell 3000 ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #965 holding.
Atria Wealth Solutions first reported a position in Vanguard Russell 3000 ETF in Q1 2022 and has held it in 12 quarters since.
Atria Wealth Solutions's Vanguard Russell 3000 ETF position peaked at $476K in Q1 2022.
210 funds tracked by Wall St. Rank held Vanguard Russell 3000 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.