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Atria Wealth Solutions’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Atria Wealth Solutions’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$27.9M Sell
380,916
-1,094,736
-74% -$72.1M 0.63% 21
2025
Q1 		$91.2M Sell
1,475,652
-145,758
-9% -$9.83M 1.1% 11
2024
Q4 		$111M Sell
1,621,410
-24,780
-2% -$1.66M 1.21% 9
2024
Q3 		$105M Sell
1,646,190
-202,062
-11% -$12.5M 1.14% 10
2024
Q2 		$115M Sell
1,848,252
-67,068
-4% -$3.91M 1.27% 9
2024
Q1 		$110M Sell
1,915,320
-29,478
-2% -$1.62M 1.24% 9
2023
Q4 		$101M Buy
1,944,798
+10,938
+0.6% +$528K 1.26% 10
2023
Q3 		$87.8M Sell
1,933,860
-25,962
-1% -$1.23M 1.23% 8
2023
Q2 		$92.4M Sell
1,959,822
-6,648
-0.3% -$288K 1.26% 10
2023
Q1 		$81.8M Sell
1,966,470
-15,582
-0.8% -$606K 1.21% 10
2022
Q4 		$70.4M Buy
1,982,052
+82,668
+4% +$3.04M 1.13% 9
2022
Q3 		$67.7M Buy
1,899,384
+121,350
+7% +$4.88M 1.17% 10
2022
Q2 		$66.1M Sell
1,778,034
-1,296
-0.1% -$53.2K 1.24% 8
2022
Q1 		$85.3M Buy
+1,779,330
New +$84.2M 1.42% 7

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard Morningstar Growth ETF (VUG) stake by 74% in Q2 2025, selling an estimated $72.1M and leaving 380,916 shares worth $27.9M. The position accounts for 0.63% of the portfolio, ranked #21.

Atria Wealth Solutions first reported a position in VUG in Q1 2022 and has held it in 14 quarters since. The position peaked at $115M in Q2 2024. 2,499 funds tracked by Wall St. Rank hold VUG as of Q2 2025.

  • Atria Wealth Solutions held 380,916 shares of Vanguard Morningstar Growth ETF worth $27.9M as of Q2 2025.
  • Atria Wealth Solutions sold 1,094,736 Vanguard Morningstar Growth ETF shares in Q2 2025, an estimated $72.1M.
  • Vanguard Morningstar Growth ETF made up 0.63% of Atria Wealth Solutions's portfolio in Q2 2025, its #21 holding.
  • Atria Wealth Solutions first reported a position in Vanguard Morningstar Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Vanguard Morningstar Growth ETF position peaked at $115M in Q2 2024.
  • 2,499 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2025.

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