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 Q2	$1.09M	Buy	4,991 +3,075	+160%	+$663K	0.01%	1065
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Investments's VOOV Position: Q2 2026 in Review

Atria Investments increased its Vanguard S&P 500 Value ETF (VOOV) stake by 160% in Q2 2026, buying an estimated $663K and bringing the position to 4,991 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1065.

Atria Investments first reported a position in VOOV in Q2 2024 and has held it in 9 quarters since. 456 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Atria Investments held 4,991 shares of Vanguard S&P 500 Value ETF worth $1.09M as of Q2 2026.
Atria Investments bought 3,075 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $663K.
Vanguard S&P 500 Value ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1065 holding.
Atria Investments first reported a position in Vanguard S&P 500 Value ETF in Q2 2024 and has held it in 9 quarters since.
456 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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