Atria Wealth Solutions’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$4.36M	Sell	49,362 -63,431	-56%	-$5.16M	0.1%	236
2025 Q1	$9.1M	Sell	112,793 -29,149	-21%	-$2.56M	0.11%	201
2024 Q4	$12.7M	Sell	141,942 -36,470	-20%	-$3.36M	0.14%	154
2024 Q3	$15.9M	Buy	178,412 +59,570	+50%	+$5.15M	0.17%	126
2024 Q2	$9.76M	Sell	118,842 -18,752	-14%	-$1.53M	0.11%	191
2024 Q1	$11.7M	Buy	137,594 +5,059	+4%	+$408K	0.13%	165
2023 Q4	$10.7M	Sell	132,535 -5,554	-4%	-$402K	0.13%	160
2023 Q3	$9.87M	Sell	138,089 -1,368	-1%	-$104K	0.14%	160
2023 Q2	$10.5M	Buy	139,457 +20,427	+17%	+$1.47M	0.14%	146
2023 Q1	$8.58M	Sell	119,030 -1,545	-1%	-$115K	0.13%	162
2022 Q4	$8.48M	Buy	120,575 +3,686	+3%	+$265K	0.14%	164
2022 Q3	$7.79M	Buy	116,889 +15,207	+15%	+$1.12M	0.13%	159
2022 Q2	$6.95M	Buy	101,682 +4,554	+5%	+$339K	0.13%	170
2022 Q1	$8.05M	Buy	+97,128	New	+$7.99M	0.13%	163

Other funds holding VTWO

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

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

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

NIM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Russell 2000 ETF (VTWO) stake by 56% in Q2 2025, selling an estimated $5.16M and leaving 49,362 shares worth $4.36M. The position accounts for 0.1% of the portfolio, ranked #236.

Atria Wealth Solutions first reported a position in VTWO in Q1 2022 and has held it in 14 quarters since. The position peaked at $15.9M in Q3 2024. 584 funds tracked by Wall St. Rank hold VTWO as of Q2 2025.

Atria Wealth Solutions held 49,362 shares of Vanguard Russell 2000 ETF worth $4.36M as of Q2 2025.
Atria Wealth Solutions sold 63,431 Vanguard Russell 2000 ETF shares in Q2 2025, an estimated $5.16M.
Vanguard Russell 2000 ETF made up 0.1% of Atria Wealth Solutions's portfolio in Q2 2025, its #236 holding.
Atria Wealth Solutions first reported a position in Vanguard Russell 2000 ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard Russell 2000 ETF position peaked at $15.9M in Q3 2024.
584 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2025.

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