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Atria Investments’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Atria Investments’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.52M Buy
14,748
+3,417
+30% +$986K 0.05% 415
2026
Q1 		$2.92M Sell
11,331
-4,322
-28% -$1.19M 0.03% 541
2025
Q4 		$4.37M Sell
15,653
-1,731
-10% -$495K 0.05% 421
2025
Q3 		$5.11M Buy
17,384
+4,002
+30% +$1.15M 0.06% 386
2025
Q2 		$3.81M Buy
13,382
+1,677
+14% +$432K 0.04% 478
2025
Q1 		$2.86M Buy
11,705
+3,802
+48% +$989K 0.04% 562
2024
Q4 		$2.01M Sell
7,903
-1,831
-19% -$471K 0.03% 679
2024
Q3 		$2.37M Sell
9,734
-185
-2% -$43.1K 0.03% 606
2024
Q2 		$2.28M Buy
9,919
+539
+6% +$124K 0.03% 598
2024
Q1 		$2.21M Buy
9,380
+140
+2% +$31.4K 0.03% 613
2023
Q4 		$2.03M Buy
9,240
+136
+1% +$27.2K 0.03% 591
2023
Q3 		$1.77M Buy
+9,104
New +$1.86M 0.03% 611
2023
Q2 		– Sell
-13,538
Closed -$2.64M – 890
2023
Q1 		$2.64M Buy
13,538
+7,027
+108% +$1.35M 0.05% 443
2022
Q4 		$1.17M Sell
6,511
-4,415
-40% -$800K 0.02% 702
2022
Q3 		$1.86M Sell
10,926
-4,024
-27% -$762K 0.04% 505
2022
Q2 		$2.62M Sell
14,950
-52
-0.3% -$10.1K 0.06% 413
2022
Q1 		$3.34M Buy
15,002
+5,355
+56% +$1.18M 0.06% 397
2021
Q4 		$2.46M Buy
9,647
+431
+5% +$109K 0.04% 480
2021
Q3 		$2.18M Sell
9,216
-2,010
-18% -$487K 0.04% 494
2021
Q2 		$2.65M Buy
11,226
+236
+2% +$52.9K 0.05% 406
2021
Q1 		$2.36M Sell
10,990
-4,287
-28% -$930K 0.05% 400
2020
Q4 		$3.24M Buy
15,277
+429
+3% +$84.5K 0.08% 277
2020
Q3 		$2.67M Buy
14,848
+77
+0.5% +$13.6K 0.08% 261
2020
Q2 		$2.44M Buy
+14,771
New +$2.23M 0.08% 270
2020
Q1 		– Sell
-10,584
Closed -$1.68M – 1179
2019
Q4 		$1.68M Buy
+10,584
New +$1.61M 0.05% 369
2018
Q1 		– Sell
-4,475
Closed -$572K – 913
2017
Q4 		$572K Buy
+4,475
New +$561K 0.03% 462

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Atria Investments's VOT Position: Q2 2026 in Review

Atria Investments increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 30% in Q2 2026, buying an estimated $986K and bringing the position to 14,748 shares worth $4.52M. The position accounts for 0.05% of the portfolio, ranked #415.

Atria Investments first reported a position in VOT in Q4 2017 and has held it in 26 quarters since. The position peaked at $5.11M in Q3 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Atria Investments held 14,748 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.52M as of Q2 2026.
  • Atria Investments bought 3,417 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $986K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Atria Investments's portfolio in Q2 2026, its #415 holding.
  • Atria Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 26 quarters since.
  • Atria Investments's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.11M in Q3 2025.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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