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Atria Wealth Solutions’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History

Atria Wealth Solutions’s Portfolio IVOG Stock Details IVOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$208K Sell
1,808
-354
-16% -$37.6K ﹤0.01% 1372
2025
Q1 		$223K Buy
2,162
+363
+20% +$40.6K ﹤0.01% 1662
2024
Q4 		$203K Hold
1,799
– – ﹤0.01% 1825
2024
Q3 		$206K Sell
1,799
-60,249
-97% -$6.7M ﹤0.01% 1773
2024
Q2 		$6.8M Buy
62,048
+60,232
+3,317% +$6.61M 0.08% 266
2024
Q1 		$206K Buy
+1,816
New +$188K ﹤0.01% 1814

Other funds holding IVOG

Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
LWM
LJI Wealth Management Indianapolis, Indiana $714M AUM 21.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Wealth Solutions's IVOG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) stake by 16% in Q2 2025, selling an estimated $37.6K and leaving 1,808 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Atria Wealth Solutions first reported a position in IVOG in Q1 2024 and has held it in 6 quarters since. The position peaked at $6.8M in Q2 2024. 152 funds tracked by Wall St. Rank hold IVOG as of Q2 2025.

  • Atria Wealth Solutions held 1,808 shares of Vanguard S&P Mid-Cap 400 Growth ETF worth $208K as of Q2 2025.
  • Atria Wealth Solutions sold 354 Vanguard S&P Mid-Cap 400 Growth ETF shares in Q2 2025, an estimated $37.6K.
  • Vanguard S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1372 holding.
  • Atria Wealth Solutions first reported a position in Vanguard S&P Mid-Cap 400 Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • Atria Wealth Solutions's Vanguard S&P Mid-Cap 400 Growth ETF position peaked at $6.8M in Q2 2024.
  • 152 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.