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

Atria Wealth Solutions’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
2025
Q2 		$323K Buy
2,298
+393
+21% +$51.5K 0.01% 1118
2025
Q1 		$254K Sell
1,905
-3,094
-62% -$440K ﹤0.01% 1578
2024
Q4 		$723K Buy
4,999
+287
+6% +$43.2K 0.01% 1060
2024
Q3 		$693K Buy
4,712
+483
+11% +$69.2K 0.01% 1076
2024
Q2 		$569K Buy
4,229
+91
+2% +$12.3K 0.01% 1176
2024
Q1 		$579K Sell
4,138
-1,325
-24% -$176K 0.01% 1193
2023
Q4 		$746K Sell
5,463
-2,253
-29% -$275K 0.01% 1004
2023
Q3 		$921K Sell
7,716
-349
-4% -$44K 0.01% 853
2023
Q2 		$997K Buy
8,065
+74
+0.9% +$8.79K 0.01% 831
2023
Q1 		$963K Buy
7,991
+245
+3% +$31.1K 0.01% 809
2022
Q4 		$943K Buy
7,746
+3,925
+103% +$487K 0.02% 776
2022
Q3 		$435K Sell
3,821
-168
-4% -$21.3K 0.01% 1100
2022
Q2 		$475K Sell
3,989
-140
-3% -$18.3K 0.01% 995
2022
Q1 		$583K Buy
+4,129
New +$576K 0.01% 980

Other funds holding VTWV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
BFA
Bragg Financial Advisors Charlotte, North Carolina $3.74B AUM 39.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

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

Atria Wealth Solutions increased its Vanguard Russell 2000 Value ETF (VTWV) stake by 21% in Q2 2025, buying an estimated $51.5K and bringing the position to 2,298 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #1118.

Atria Wealth Solutions first reported a position in VTWV in Q1 2022 and has held it in 14 quarters since. The position peaked at $997K in Q2 2023. 154 funds tracked by Wall St. Rank hold VTWV as of Q2 2025.

  • Atria Wealth Solutions held 2,298 shares of Vanguard Russell 2000 Value ETF worth $323K as of Q2 2025.
  • Atria Wealth Solutions bought 393 Vanguard Russell 2000 Value ETF shares in Q2 2025, an estimated $51.5K.
  • Vanguard Russell 2000 Value ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1118 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Russell 2000 Value ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Russell 2000 Value ETF position peaked at $997K in Q2 2023.
  • 154 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q2 2025.

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