Atria Investments’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.18M | Sell |
44,248
-41,640
| -48% | -$3.09M | 0.04% | 522 |
|
|
2025
Q4 | $6.23M | Sell |
85,888
-4,444
| -5% | -$323K | 0.07% | 307 |
|
|
2025
Q3 | $6.63M | Buy |
90,332
+4,244
| +5% | +$305K | 0.08% | 297 |
|
|
2025
Q2 | $6.02M | Buy |
86,088
+31,176
| +57% | +$2.05M | 0.07% | 322 |
|
|
2025
Q1 | $3.55M | Sell |
54,912
-10,712
| -16% | -$719K | 0.05% | 477 |
|
|
2024
Q4 | $4.33M | Buy |
65,624
+1,940
| +3% | +$132K | 0.05% | 397 |
|
|
2024
Q3 | $4.2M | Buy |
63,684
+420
| +0.7% | +$26.4K | 0.05% | 410 |
|
|
2024
Q2 | $3.83M | Sell |
63,264
-5,772
| -8% | -$351K | 0.05% | 424 |
|
|
2024
Q1 | $4.31M | Sell |
69,036
-15,264
| -18% | -$902K | 0.06% | 382 |
|
|
2023
Q4 | $4.9M | Sell |
84,300
-19,500
| -19% | -$1.04M | 0.08% | 304 |
|
|
2023
Q3 | $5.4M | Buy |
103,800
+32,776
| +46% | +$1.8M | 0.1% | 263 |
|
|
2023
Q2 | $3.91M | Sell |
71,024
-45,520
| -39% | -$2.39M | 0.07% | 337 |
|
|
2023
Q1 | $6.15M | Buy |
116,544
+12,240
| +12% | +$651K | 0.12% | 211 |
|
|
2022
Q4 | $5.31M | Sell |
104,304
-17,204
| -14% | -$876K | 0.11% | 239 |
|
|
2022
Q3 | $5.71M | Sell |
121,508
-18,836
| -13% | -$984K | 0.13% | 202 |
|
|
2022
Q2 | $6.91M | Buy |
140,344
+17,488
| +14% | +$945K | 0.14% | 175 |
|
|
2022
Q1 | $7.3M | Sell |
122,856
-2,252
| -2% | -$132K | 0.13% | 189 |
|
|
2021
Q4 | $7.97M | Buy |
125,108
+19,208
| +18% | +$1.2M | 0.14% | 178 |
|
|
2021
Q3 | $6.27M | Buy |
105,900
+6,228
| +6% | +$376K | 0.11% | 197 |
|
|
2021
Q2 | $5.91M | Buy |
99,672
+9,084
| +10% | +$526K | 0.11% | 206 |
|
|
2021
Q1 | $5.01M | Buy |
90,588
+7,352
| +9% | +$399K | 0.11% | 210 |
|
|
2020
Q4 | $4.3M | Buy |
83,236
+7,368
| +10% | +$357K | 0.1% | 221 |
|
|
2020
Q3 | $3.34M | Buy |
75,868
+2,556
| +3% | +$111K | 0.1% | 225 |
|
|
2020
Q2 | $3M | Buy |
+73,312
| New | +$2.81M | 0.1% | 235 |
|
|
2020
Q1 | – | Sell |
-53,176
| Closed | -$2.37M | – | 1175 |
|
|
2019
Q4 | $2.37M | Buy |
53,176
+15,636
| +42% | +$671K | 0.06% | 259 |
|
|
2019
Q3 | $1.57M | Sell |
37,540
-128
| -0.3% | -$5.35K | 0.06% | 285 |
|
|
2019
Q2 | $1.53M | Sell |
37,668
-1,960
| -5% | -$80.2K | 0.06% | 282 |
|
|
2019
Q1 | $1.59M | Sell |
39,628
-396
| -1% | -$15.2K | 0.07% | 246 |
|
|
2018
Q4 | $1.38M | Buy |
40,024
+180
| +0.5% | +$6.76K | 0.06% | 239 |
|
|
2018
Q3 | $1.64M | Buy |
39,844
+16,332
| +69% | +$666K | 0.06% | 279 |
|
|
2018
Q2 | $927K | Buy |
23,512
+3,616
| +18% | +$142K | 0.04% | 390 |
|
|
2018
Q1 | $767K | Sell |
19,896
-2,144
| -10% | -$84.4K | 0.04% | 406 |
|
|
2017
Q4 | $853K | Sell |
22,040
-4,816
| -18% | -$182K | 0.04% | 361 |
|
|
2017
Q3 | $987K | Buy |
26,856
+17,276
| +180% | +$623K | 0.05% | 315 |
|
|
2017
Q2 | $341K | Sell |
9,580
-78,824
| -89% | -$2.79M | 0.02% | 525 |
|
|
2017
Q1 | $3.08M | Buy |
88,404
+15,808
| +22% | +$543K | 0.2% | 98 |
|
|
2016
Q4 | $2.39M | Buy |
72,596
+9,776
| +16% | +$316K | 0.18% | 102 |
|
|
2016
Q3 | $2.03M | Buy |
62,820
+6,248
| +11% | +$200K | 0.19% | 91 |
|
|
2016
Q2 | $1.76M | Buy |
56,572
+28,972
| +105% | +$885K | 0.19% | 90 |
|
|
2016
Q1 | $837K | Buy |
+27,600
| New | +$781K | 0.1% | 172 |
|
Other funds holding VO
Atria Investments's VO Position: Q1 2026 in Review
Atria Investments reduced its Vanguard Mid-Cap ETF (VO) stake by 48% in Q1 2026, selling an estimated $3.09M and leaving 44,248 shares worth $3.18M. The position accounts for 0.04% of the portfolio, ranked #522.
Atria Investments first reported a position in VO in Q1 2016 and has held it in 40 quarters since. The position peaked at $7.97M in Q4 2021. 2,385 funds tracked by Wall St. Rank hold VO as of Q1 2026.
- Atria Investments held 44,248 shares of Vanguard Mid-Cap ETF worth $3.18M as of Q1 2026.
- Atria Investments sold 41,640 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $3.09M.
- Vanguard Mid-Cap ETF made up 0.04% of Atria Investments's portfolio in Q1 2026, its #522 holding.
- Atria Investments first reported a position in Vanguard Mid-Cap ETF in Q1 2016 and has held it in 40 quarters since.
- Atria Investments's Vanguard Mid-Cap ETF position peaked at $7.97M in Q4 2021.
- 2,385 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.