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Atria Investments’s Vanguard Industrials ETF VIS Stock Holding History

Atria Investments’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.37M Sell
10,803
-359
-3% -$117K 0.04% 498
2025
Q4 		$3.33M Sell
11,162
-988
-8% -$293K 0.04% 520
2025
Q3 		$3.6M Sell
12,150
-1,186
-9% -$344K 0.04% 499
2025
Q2 		$3.73M Sell
13,336
-1,667
-11% -$431K 0.04% 488
2025
Q1 		$3.71M Buy
15,003
+758
+5% +$196K 0.05% 462
2024
Q4 		$3.62M Sell
14,245
-297
-2% -$79K 0.05% 453
2024
Q3 		$3.78M Sell
14,542
-281
-2% -$68.8K 0.05% 442
2024
Q2 		$3.49M Sell
14,823
-598
-4% -$142K 0.05% 449
2024
Q1 		$3.76M Buy
15,421
+7,999
+108% +$1.82M 0.05% 421
2023
Q4 		$1.64M Sell
7,422
-26,267
-78% -$5.29M 0.03% 676
2023
Q3 		$6.57M Buy
33,689
+25,051
+290% +$5.14M 0.12% 216
2023
Q2 		$1.78M Sell
8,638
-274
-3% -$52.4K 0.03% 599
2023
Q1 		$1.7M Buy
8,912
+418
+5% +$79.4K 0.03% 590
2022
Q4 		$1.55M Buy
+8,494
New +$1.52M 0.03% 603
2022
Q2 		– Sell
-59,663
Closed -$11.6M – 886
2022
Q1 		$11.6M Buy
59,663
+28,231
+90% +$5.43M 0.2% 119
2021
Q4 		$6.38M Sell
31,432
-20,921
-40% -$4.18M 0.11% 220
2021
Q3 		$9.84M Buy
52,353
+8,798
+20% +$1.73M 0.18% 132
2021
Q2 		$8.56M Buy
43,555
+11,735
+37% +$2.31M 0.17% 140
2021
Q1 		$6.02M Buy
31,820
+4,920
+18% +$876K 0.13% 182
2020
Q4 		$4.57M Buy
26,900
+10,299
+62% +$1.65M 0.11% 208
2020
Q3 		$2.4M Buy
+16,601
New +$2.34M 0.07% 292
2020
Q2 		– Sell
-3,530
Closed -$389K – 764
2020
Q1 		$389K Sell
3,530
-5,839
-62% -$828K 0.03% 399
2019
Q4 		$1.44M Sell
9,369
-1,875
-17% -$282K 0.04% 411
2019
Q3 		$1.64M Buy
11,244
+538
+5% +$77.7K 0.06% 278
2019
Q2 		$1.49M Buy
10,706
+635
+6% +$90.6K 0.06% 288
2019
Q1 		$1.41M Buy
+10,071
New +$1.36M 0.06% 273
2018
Q4 		– Sell
-8,928
Closed -$1.32M – 1013
2018
Q3 		$1.32M Sell
8,928
-44
-0.5% -$6.34K 0.05% 327
2018
Q2 		$1.22M Buy
8,972
+821
+10% +$115K 0.05% 336
2018
Q1 		$1.13M Buy
8,151
+367
+5% +$52.9K 0.05% 327
2017
Q4 		$1.11M Buy
7,784
+595
+8% +$81.6K 0.06% 313
2017
Q3 		$965K Buy
7,189
+2,893
+67% +$375K 0.05% 319
2017
Q2 		$552K Buy
4,296
+2,154
+101% +$272K 0.03% 410
2017
Q1 		$265K Buy
+2,142
New +$264K 0.02% 563
2015
Q3 		– Sell
-7,260
Closed -$760K – 411
2015
Q2 		$760K Buy
7,260
+62
+0.9% +$6.68K 0.09% 173
2015
Q1 		$773K Buy
7,198
+354
+5% +$37.7K 0.09% 178
2014
Q4 		$731K Sell
6,844
-1,595
-19% -$167K 0.08% 206
2014
Q3 		$856K Buy
8,439
+1,244
+17% +$128K 0.09% 200
2014
Q2 		$750K Sell
7,195
-1,954
-21% -$200K 0.07% 220
2014
Q1 		$920K Buy
+9,149
New +$902K 0.09% 184

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Atria Investments's VIS Position: Q1 2026 in Review

Atria Investments reduced its Vanguard Industrials ETF (VIS) stake by 3.2% in Q1 2026, selling an estimated $117K and leaving 10,803 shares worth $3.37M. The position accounts for 0.04% of the portfolio, ranked #498.

Atria Investments first reported a position in VIS in Q1 2014 and has held it in 39 quarters since. The position peaked at $11.6M in Q1 2022. 596 funds tracked by Wall St. Rank hold VIS as of Q1 2026.

  • Atria Investments held 10,803 shares of Vanguard Industrials ETF worth $3.37M as of Q1 2026.
  • Atria Investments sold 359 Vanguard Industrials ETF shares in Q1 2026, an estimated $117K.
  • Vanguard Industrials ETF made up 0.04% of Atria Investments's portfolio in Q1 2026, its #498 holding.
  • Atria Investments first reported a position in Vanguard Industrials ETF in Q1 2014 and has held it in 39 quarters since.
  • Atria Investments's Vanguard Industrials ETF position peaked at $11.6M in Q1 2022.
  • 596 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2026.

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