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Atria Investments’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Atria Investments’s Portfolio VOOG Stock Details VOOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.5M Buy
200,080
+20,500
+11% +$1.63M 0.17% 121
2026
Q1 		$12.2M Buy
179,580
+129,582
+259% +$9.37M 0.14% 150
2025
Q4 		$3.7M Buy
49,998
+3,132
+7% +$230K 0.04% 479
2025
Q3 		$3.4M Sell
46,866
-37,110
-44% -$2.57M 0.04% 528
2025
Q2 		$5.55M Sell
83,976
-12,072
-13% -$718K 0.07% 349
2025
Q1 		$5.35M Buy
96,048
+3,846
+4% +$233K 0.07% 345
2024
Q4 		$5.63M Buy
92,202
+8,490
+10% +$509K 0.07% 316
2024
Q3 		$4.82M Buy
83,712
+5,760
+7% +$320K 0.06% 366
2024
Q2 		$4.33M Sell
77,952
-4,572
-6% -$237K 0.06% 381
2024
Q1 		$4.19M Sell
82,524
-4,344
-5% -$210K 0.06% 389
2023
Q4 		$3.92M Sell
86,868
-504
-0.6% -$21.6K 0.06% 361
2023
Q3 		$3.59M Buy
87,372
+1,680
+2% +$71.4K 0.06% 370
2023
Q2 		$3.63M Buy
85,692
+57,096
+200% +$2.27M 0.07% 355
2023
Q1 		$1.1M Sell
28,596
-2,190
-7% -$80.5K 0.02% 767
2022
Q4 		$1.08M Sell
30,786
-1,368
-4% -$49.4K 0.02% 735
2022
Q3 		$1.12M Sell
32,154
-1,620
-5% -$63.3K 0.02% 685
2022
Q2 		$1.23M Buy
33,774
+5,136
+18% +$204K 0.03% 671
2022
Q1 		$1.32M Buy
28,638
+1,956
+7% +$88.3K 0.02% 732
2021
Q4 		$1.34M Buy
+26,682
New +$1.29M 0.02% 718
2020
Q1 		– Sell
-12,576
Closed -$365K – 1178
2019
Q4 		$365K Buy
12,576
+66
+0.5% +$1.83K 0.01% 904
2019
Q3 		$337K Sell
12,510
-1,134
-8% -$30.7K 0.01% 685
2019
Q2 		$361K Buy
13,644
+2,970
+28% +$78.2K 0.01% 677
2019
Q1 		$275K Buy
+10,674
New +$261K 0.01% 737

Other funds holding VOOG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPCW
TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Investments's VOOG Position: Q2 2026 in Review

Atria Investments increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 11% in Q2 2026, buying an estimated $1.63M and bringing the position to 200,080 shares worth $16.5M. The position accounts for 0.17% of the portfolio, ranked #121.

Atria Investments first reported a position in VOOG in Q1 2019 and has held it in 23 quarters since. 756 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

  • Atria Investments held 200,080 shares of Vanguard S&P 500 Growth ETF worth $16.5M as of Q2 2026.
  • Atria Investments bought 20,500 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $1.63M.
  • Vanguard S&P 500 Growth ETF made up 0.17% of Atria Investments's portfolio in Q2 2026, its #121 holding.
  • Atria Investments first reported a position in Vanguard S&P 500 Growth ETF in Q1 2019 and has held it in 23 quarters since.
  • 756 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.