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Atria Investments’s Vanguard Extended Market ETF VXF Stock Holding History

Atria Investments’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54M Buy
7,506
+105
+1% +$22.5K 0.02% 826
2025
Q4 		$1.55M Buy
7,401
+468
+7% +$98.3K 0.02% 851
2025
Q3 		$1.45M Buy
6,933
+66
+1% +$13.4K 0.02% 863
2025
Q2 		$1.32M Sell
6,867
-11,139
-62% -$1.98M 0.02% 907
2025
Q1 		$3.1M Buy
18,006
+2,335
+15% +$442K 0.04% 534
2024
Q4 		$2.98M Sell
15,671
-2,051
-12% -$395K 0.04% 528
2024
Q3 		$3.23M Sell
17,722
-179
-1% -$31.3K 0.04% 498
2024
Q2 		$3.02M Buy
17,901
+206
+1% +$34.8K 0.04% 495
2024
Q1 		$3.1M Sell
17,695
-206
-1% -$34.2K 0.04% 498
2023
Q4 		$2.94M Sell
17,901
-35
-0.2% -$5.14K 0.05% 459
2023
Q3 		$2.57M Buy
17,936
+154
+0.9% +$23.1K 0.05% 478
2023
Q2 		$2.65M Buy
17,782
+735
+4% +$103K 0.05% 462
2023
Q1 		$2.39M Buy
17,047
+7,071
+71% +$1M 0.05% 476
2022
Q4 		$1.33M Sell
9,976
-2,127
-18% -$288K 0.03% 651
2022
Q3 		$1.54M Sell
12,103
-7,075
-37% -$998K 0.03% 573
2022
Q2 		$2.51M Sell
19,178
-3,372
-15% -$491K 0.05% 422
2022
Q1 		$3.74M Sell
22,550
-945
-4% -$155K 0.07% 354
2021
Q4 		$4.3M Sell
23,495
-812
-3% -$153K 0.08% 325
2021
Q3 		$4.43M Sell
24,307
-1,774
-7% -$331K 0.08% 289
2021
Q2 		$4.92M Sell
26,081
-8,142
-24% -$1.49M 0.09% 242
2021
Q1 		$6.05M Buy
34,223
+9,441
+38% +$1.68M 0.13% 178
2020
Q4 		$4.08M Buy
24,782
+3,361
+16% +$498K 0.1% 232
2020
Q3 		$2.78M Sell
21,421
-508
-2% -$64.7K 0.08% 259
2020
Q2 		$2.6M Buy
+21,929
New +$2.35M 0.09% 264
2020
Q1 		– Sell
-35,418
Closed -$4.46M – 1190
2019
Q4 		$4.46M Buy
35,418
+239
+0.7% +$28.9K 0.12% 169
2019
Q3 		$4.09M Buy
35,179
+857
+2% +$101K 0.15% 138
2019
Q2 		$3.92M Buy
34,322
+3,161
+10% +$369K 0.15% 135
2019
Q1 		$3.6M Sell
31,161
-3,095
-9% -$347K 0.15% 127
2018
Q4 		$3.42M Sell
34,256
-6,298
-16% -$690K 0.15% 102
2018
Q3 		$4.97M Sell
40,554
-726
-2% -$88.7K 0.2% 92
2018
Q2 		$4.86M Sell
41,280
-10,301
-20% -$1.19M 0.21% 85
2018
Q1 		$5.75M Buy
51,581
+863
+2% +$98K 0.28% 63
2017
Q4 		$5.67M Sell
50,718
-82
-0.2% -$8.98K 0.28% 57
2017
Q3 		$5.44M Buy
50,800
+3,039
+6% +$313K 0.3% 62
2017
Q2 		$4.88M Buy
47,761
+4,081
+9% +$412K 0.3% 59
2017
Q1 		$4.36M Buy
43,680
+7,992
+22% +$791K 0.28% 70
2016
Q4 		$3.42M Buy
35,688
+18,737
+111% +$1.73M 0.26% 64
2016
Q3 		$1.55M Buy
16,951
+3,652
+27% +$328K 0.14% 134
2016
Q2 		$1.15M Buy
13,299
+4,252
+47% +$358K 0.12% 150
2016
Q1 		$749K Buy
9,047
+296
+3% +$22.9K 0.09% 183
2015
Q4 		$680K Buy
8,751
+483
+6% +$41.3K 0.07% 183
2015
Q3 		$675K Buy
8,268
+172
+2% +$15.3K 0.09% 154
2015
Q2 		$745K Sell
8,096
-1,480
-15% -$138K 0.09% 176
2015
Q1 		$885K Sell
9,576
-61
-0.6% -$5.46K 0.1% 168
2014
Q4 		$846K Sell
9,637
-134
-1% -$11.5K 0.09% 187
2014
Q3 		$817K Sell
9,771
-1,037
-10% -$89.4K 0.08% 206
2014
Q2 		$948K Sell
10,808
-695
-6% -$58.4K 0.09% 181
2014
Q1 		$978K Sell
11,503
-124
-1% -$10.4K 0.1% 172
2013
Q4 		$962K Sell
11,627
-415
-3% -$33.1K 0.1% 190
2013
Q3 		$929K Sell
12,042
-843
-7% -$62.9K 0.1% 170
2013
Q2 		$900K Buy
+12,885
New +$891K 0.11% 115

Other funds holding VXF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments's VXF Position: Q1 2026 in Review

Atria Investments increased its Vanguard Extended Market ETF (VXF) stake by 1.4% in Q1 2026, buying an estimated $22.5K and bringing the position to 7,506 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #826.

Atria Investments first reported a position in VXF in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.05M in Q1 2021. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

  • Atria Investments held 7,506 shares of Vanguard Extended Market ETF worth $1.54M as of Q1 2026.
  • Atria Investments bought 105 Vanguard Extended Market ETF shares in Q1 2026, an estimated $22.5K.
  • Vanguard Extended Market ETF made up 0.02% of Atria Investments's portfolio in Q1 2026, its #826 holding.
  • Atria Investments first reported a position in Vanguard Extended Market ETF in Q2 2013 and has held it in 51 quarters since.
  • Atria Investments's Vanguard Extended Market ETF position peaked at $6.05M in Q1 2021.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

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