Atria Investments’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.15M | Sell |
33,372
-7,992
| -19% | -$1.49M | 0.07% | 310 |
|
|
2025
Q4 | $7.34M | Buy |
41,364
+13,445
| +48% | +$2.35M | 0.08% | 265 |
|
|
2025
Q3 | $4.87M | Buy |
27,919
+2,924
| +12% | +$498K | 0.06% | 400 |
|
|
2025
Q2 | $4.11M | Buy |
24,995
+1,751
| +8% | +$277K | 0.05% | 442 |
|
|
2025
Q1 | $3.73M | Sell |
23,244
-1,968
| -8% | -$322K | 0.05% | 457 |
|
|
2024
Q4 | $4.08M | Buy |
25,212
+358
| +1% | +$60.4K | 0.05% | 419 |
|
|
2024
Q3 | $4.17M | Buy |
24,854
+5,770
| +30% | +$917K | 0.05% | 413 |
|
|
2024
Q2 | $2.87M | Sell |
19,084
-593
| -3% | -$90K | 0.04% | 519 |
|
|
2024
Q1 | $3.07M | Sell |
19,677
-4,499
| -19% | -$661K | 0.04% | 503 |
|
|
2023
Q4 | $3.51M | Sell |
24,176
-336
| -1% | -$45.1K | 0.05% | 394 |
|
|
2023
Q3 | $3.21M | Buy |
24,512
+1,653
| +7% | +$229K | 0.06% | 409 |
|
|
2023
Q2 | $3.16M | Sell |
22,859
-17,601
| -44% | -$2.35M | 0.06% | 398 |
|
|
2023
Q1 | $5.42M | Sell |
40,460
-11,478
| -22% | -$1.59M | 0.1% | 239 |
|
|
2022
Q4 | $7.02M | Buy |
51,938
+347
| +0.7% | +$46.6K | 0.14% | 180 |
|
|
2022
Q3 | $6.28M | Buy |
51,591
+12,222
| +31% | +$1.65M | 0.14% | 182 |
|
|
2022
Q2 | $5.1M | Buy |
39,369
+23,755
| +152% | +$3.36M | 0.11% | 230 |
|
|
2022
Q1 | $2.34M | Sell |
15,614
-37,605
| -71% | -$5.53M | 0.04% | 504 |
|
|
2021
Q4 | $8M | Buy |
53,219
+22,466
| +73% | +$3.3M | 0.14% | 176 |
|
|
2021
Q3 | $4.29M | Buy |
30,753
+1,007
| +3% | +$143K | 0.08% | 305 |
|
|
2021
Q2 | $4.18M | Buy |
29,746
+806
| +3% | +$114K | 0.08% | 275 |
|
|
2021
Q1 | $3.9M | Buy |
28,940
+3,014
| +12% | +$386K | 0.09% | 266 |
|
|
2020
Q4 | $3.08M | Sell |
25,926
-99
| -0.4% | -$11.1K | 0.07% | 295 |
|
|
2020
Q3 | $2.64M | Sell |
26,025
-1,341
| -5% | -$136K | 0.08% | 266 |
|
|
2020
Q2 | $2.62M | Buy |
+27,366
| New | +$2.51M | 0.09% | 261 |
|
|
2020
Q1 | – | Sell |
-13,476
| Closed | -$1.61M | – | 1176 |
|
|
2019
Q4 | $1.61M | Sell |
13,476
-5,002
| -27% | -$576K | 0.04% | 382 |
|
|
2019
Q3 | $2.09M | Sell |
18,478
-90
| -0.5% | -$10K | 0.07% | 226 |
|
|
2019
Q2 | $2M | Sell |
18,568
-29,837
| -62% | -$3.27M | 0.07% | 229 |
|
|
2019
Q1 | $5.22M | Buy |
+48,405
| New | +$5.08M | 0.22% | 92 |
|
|
2017
Q4 | – | Sell |
-3,448
| Closed | -$364K | – | 886 |
|
|
2017
Q3 | $364K | Buy |
+3,448
| New | +$358K | 0.02% | 538 |
|
|
2017
Q1 | – | Sell |
-4,444
| Closed | -$432K | – | 722 |
|
|
2016
Q4 | $432K | Buy |
+4,444
| New | +$421K | 0.03% | 375 |
|
|
2016
Q3 | – | Sell |
-5,528
| Closed | -$495K | – | 577 |
|
|
2016
Q2 | $495K | Buy |
+5,528
| New | +$486K | 0.05% | 265 |
|
Other funds holding VOE
EWA
TCIIS
Atria Investments's VOE Position: Q1 2026 in Review
Atria Investments reduced its Vanguard Mid-Cap Value ETF (VOE) stake by 19% in Q1 2026, selling an estimated $1.49M and leaving 33,372 shares worth $6.15M. The position accounts for 0.07% of the portfolio, ranked #310.
Atria Investments first reported a position in VOE in Q2 2016 and has held it in 31 quarters since. The position peaked at $8M in Q4 2021. 1,217 funds tracked by Wall St. Rank hold VOE as of Q1 2026.
- Atria Investments held 33,372 shares of Vanguard Mid-Cap Value ETF worth $6.15M as of Q1 2026.
- Atria Investments sold 7,992 Vanguard Mid-Cap Value ETF shares in Q1 2026, an estimated $1.49M.
- Vanguard Mid-Cap Value ETF made up 0.07% of Atria Investments's portfolio in Q1 2026, its #310 holding.
- Atria Investments first reported a position in Vanguard Mid-Cap Value ETF in Q2 2016 and has held it in 31 quarters since.
- Atria Investments's Vanguard Mid-Cap Value ETF position peaked at $8M in Q4 2021.
- 1,217 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.