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Atria Investments’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Atria Investments’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.2M Buy
70,246
+69,243
+6,904% +$23.1M 0.24% 74
2026
Q1 		$300K Sell
1,003
-625
-38% -$196K ﹤0.01% 1757
2025
Q4 		$512K Sell
1,628
-35,055
-96% -$10.9M 0.01% 1431
2025
Q3 		$11.3M Sell
36,683
-41,053
-53% -$12.2M 0.13% 165
2025
Q2 		$22.2M Sell
77,736
-1,424
-2% -$375K 0.26% 64
2025
Q1 		$20.3M Sell
79,160
-3,082
-4% -$835K 0.26% 67
2024
Q4 		$22.2M Buy
82,242
+38,692
+89% +$10.5M 0.28% 64
2024
Q3 		$11.5M Buy
43,550
+5,269
+14% +$1.34M 0.14% 156
2024
Q2 		$9.56M Buy
38,281
+840
+2% +$202K 0.12% 180
2024
Q1 		$8.98M Sell
37,441
-300
-0.8% -$68.6K 0.12% 189
2023
Q4 		$8.23M Sell
37,741
-2,208
-6% -$451K 0.13% 191
2023
Q3 		$7.82M Buy
+39,949
New +$8.14M 0.14% 178
2023
Q2 		– Sell
-40,768
Closed -$7.62M – 892
2023
Q1 		$7.62M Buy
40,768
+6,160
+18% +$1.12M 0.14% 169
2022
Q4 		$6.03M Sell
34,608
-27,292
-44% -$4.79M 0.12% 210
2022
Q3 		$10.1M Buy
61,900
+4,220
+7% +$767K 0.22% 101
2022
Q2 		$9.94M Buy
57,680
+4,227
+8% +$793K 0.21% 107
2022
Q1 		$11.1M Sell
53,453
-95
-0.2% -$19.5K 0.2% 126
2021
Q4 		$11.8M Buy
53,548
+47,008
+719% +$10.1M 0.21% 112
2021
Q3 		$1.31M Buy
6,540
+244
+4% +$50.4K 0.02% 686
2021
Q2 		$1.26M Buy
6,296
+303
+5% +$59.1K 0.02% 681
2021
Q1 		$1.11M Buy
+5,993
New +$1.09M 0.02% 667
2020
Q1 		– Sell
-4,242
Closed -$627K – 1188
2019
Q4 		$627K Buy
+4,242
New +$600K 0.02% 701

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Atria Investments's VV Position: Q2 2026 in Review

Atria Investments increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 6,904% in Q2 2026, buying an estimated $23.1M and bringing the position to 70,246 shares worth $24.2M. The position accounts for 0.24% of the portfolio, ranked #74.

Atria Investments first reported a position in VV in Q4 2019 and has held it in 22 quarters since. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Atria Investments held 70,246 shares of Vanguard Morningstar Large-Cap ETF worth $24.2M as of Q2 2026.
  • Atria Investments bought 69,243 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $23.1M.
  • Vanguard Morningstar Large-Cap ETF made up 0.24% of Atria Investments's portfolio in Q2 2026, its #74 holding.
  • Atria Investments first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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