Atria Investments’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Atria Investments’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$391K	Sell	1,916 -1,578	-45%	-$330K	﹤0.01%	1587
2025 Q4	$716K	Buy	3,494 +220	+7%	+$44.5K	0.01%	1245
2025 Q3	$653K	Buy	3,274 +1,414	+76%	+$274K	0.01%	1274
2025 Q2	$351K	Buy	1,860 +4	+0.2%	+$720	﹤0.01%	1622
2025 Q1	$342K	Sell	1,856 -2,399	-56%	-$449K	﹤0.01%	1551
2024 Q4	$785K	Buy	4,255 +2,044	+92%	+$392K	0.01%	1111
2024 Q3	$422K	Sell	2,211 -855	-28%	-$157K	0.01%	1415
2024 Q2	$539K	Buy	+3,066	New	+$540K	0.01%	1262

Other funds holding VOOV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Atria Investments's VOOV Position: Q1 2026 in Review

Atria Investments reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 45% in Q1 2026, selling an estimated $330K and leaving 1,916 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Atria Investments first reported a position in VOOV in Q2 2024 and has held it in 8 quarters since. The position peaked at $785K in Q4 2024. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.

Atria Investments held 1,916 shares of Vanguard S&P 500 Value ETF worth $391K as of Q1 2026.
Atria Investments sold 1,578 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $330K.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1587 holding.
Atria Investments first reported a position in Vanguard S&P 500 Value ETF in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Vanguard S&P 500 Value ETF position peaked at $785K in Q4 2024.
435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.

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