Atria Investments’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Atria Investments’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.2M	Sell	10,495 -411	-4%	-$48.3K	0.01%	961
2025 Q4	$1.22M	Buy	10,906 +60	+0.6%	+$6.65K	0.01%	963
2025 Q3	$1.2M	Sell	10,846 -3	-0%	-$326	0.01%	958
2025 Q2	$1.14M	Sell	10,849 -67	-0.6%	-$6.66K	0.01%	964
2025 Q1	$1.08M	Buy	10,916 +177	+2%	+$18.6K	0.01%	969
2024 Q4	$1.13M	Buy	10,739 +26	+0.2%	+$2.83K	0.01%	910
2024 Q3	$1.13M	Buy	10,713 +14	+0.1%	+$1.43K	0.01%	905
2024 Q2	$1.06M	Sell	10,699 -3,264	-23%	-$325K	0.01%	901
2024 Q1	$1.44M	Sell	13,963 -116	-0.8%	-$11.1K	0.02%	787
2023 Q4	$1.32M	Buy	14,079 +40	+0.3%	+$3.44K	0.02%	773
2023 Q3	$1.19M	Sell	14,039 -194	-1%	-$17.2K	0.02%	773
2023 Q2	$1.26M	Sell	14,233 -158	-1%	-$13.3K	0.02%	746
2023 Q1	$1.22M	Buy	14,391 +185	+1%	+$15.9K	0.02%	731
2022 Q4	$1.16M	Sell	14,206 -456	-3%	-$37.3K	0.02%	705
2022 Q3	$1.09M	Buy	14,662 +10	+0.1%	+$818	0.02%	694
2022 Q2	$1.12M	Sell	14,652 -3,942	-21%	-$330K	0.02%	705
2022 Q1	$1.69M	Buy	18,594 +3,854	+26%	+$347K	0.03%	629
2021 Q4	$1.41M	Sell	14,740 -478	-3%	-$45K	0.03%	697
2021 Q3	$1.35M	Buy	15,218 +252	+2%	+$22.9K	0.02%	680
2021 Q2	$1.36M	Sell	14,966 -372	-2%	-$34K	0.03%	652
2021 Q1	$1.35M	Sell	15,338 -1,630	-10%	-$138K	0.03%	595
2020 Q4	$1.32M	Sell	16,968 -70	-0.4%	-$5K	0.03%	568
2020 Q3	$1.07M	Buy	17,038 +152	+0.9%	+$9.61K	0.03%	546
2020 Q2	$1.01M	Buy	+16,886	New	+$950K	0.03%	508
2020 Q1	–	Sell	-15,966	Closed	-$1.11M	–	871
2019 Q4	$1.11M	Sell	15,966 -2,178	-12%	-$146K	0.03%	489
2019 Q3	$1.18M	Buy	18,144 +218	+1%	+$14.2K	0.04%	369
2019 Q2	$1.12M	Buy	17,926 +252	+1%	+$16.3K	0.04%	382
2019 Q1	$1.13M	Buy	17,674 +106	+0.6%	+$6.6K	0.05%	325
2018 Q4	$983K	Buy	+17,568	New	+$1.08M	0.04%	309

Other funds holding IVOO

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $394M AUM 37.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atria Investments's IVOO Position: Q1 2026 in Review

Atria Investments reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 3.8% in Q1 2026, selling an estimated $48.3K and leaving 10,495 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #961.

Atria Investments first reported a position in IVOO in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.69M in Q1 2022. 299 funds tracked by Wall St. Rank hold IVOO as of Q1 2026.

Atria Investments held 10,495 shares of Vanguard S&P Mid-Cap 400 ETF worth $1.2M as of Q1 2026.
Atria Investments sold 411 Vanguard S&P Mid-Cap 400 ETF shares in Q1 2026, an estimated $48.3K.
Vanguard S&P Mid-Cap 400 ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #961 holding.
Atria Investments first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2018 and has held it in 29 quarters since.
Atria Investments's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.69M in Q1 2022.
299 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.