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Atria Investments’s Vanguard 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
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 $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Atria Investments's VV Position: Q1 2026 in Review

Atria Investments reduced its Vanguard Large-Cap ETF (VV) stake by 38% in Q1 2026, selling an estimated $196K and leaving 1,003 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1757.

Atria Investments first reported a position in VV in Q4 2019 and has held it in 21 quarters since. The position peaked at $22.2M in Q4 2024. 1,309 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • Atria Investments held 1,003 shares of Vanguard Large-Cap ETF worth $300K as of Q1 2026.
  • Atria Investments sold 625 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $196K.
  • Vanguard Large-Cap ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1757 holding.
  • Atria Investments first reported a position in Vanguard Large-Cap ETF in Q4 2019 and has held it in 21 quarters since.
  • Atria Investments's Vanguard Large-Cap ETF position peaked at $22.2M in Q4 2024.
  • 1,309 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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