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

Atria Wealth Solutions’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$214K	Sell	2,038 -40	-2%	-$3.98K	﹤0.01%	1359
2025 Q1	$205K	Sell	2,078 -193	-8%	-$20.3K	﹤0.01%	1704
2024 Q4	$240K	Sell	2,271 -42,930	-95%	-$4.66M	﹤0.01%	1698
2024 Q3	$4.79M	Buy	45,201 +42,640	+1,665%	+$4.35M	0.05%	363
2024 Q2	$255K	Sell	2,561 -5,864	-70%	-$584K	﹤0.01%	1610
2024 Q1	$868K	Sell	8,425 -166	-2%	-$15.9K	0.01%	973
2023 Q4	$807K	Buy	8,591 +640	+8%	+$55K	0.01%	962
2023 Q3	$674K	Sell	7,951 -18	-0.2%	-$1.6K	0.01%	998
2023 Q2	$708K	Buy	7,969 +110	+1%	+$9.26K	0.01%	1000
2023 Q1	$665K	Buy	7,859 +1,247	+19%	+$107K	0.01%	986
2022 Q4	$541K	Sell	6,612 -50	-0.8%	-$4.09K	0.01%	1039
2022 Q3	$498K	Hold	6,662	–	–	0.01%	1018
2022 Q2	$510K	Sell	6,662 -5,750	-46%	-$481K	0.01%	965
2022 Q1	$1.13M	Buy	+12,412	New	+$1.12M	0.02%	681

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 1.9% in Q2 2025, selling an estimated $3.98K and leaving 2,038 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Atria Wealth Solutions first reported a position in IVOO in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.79M in Q3 2024. 274 funds tracked by Wall St. Rank hold IVOO as of Q2 2025.

Atria Wealth Solutions held 2,038 shares of Vanguard S&P Mid-Cap 400 ETF worth $214K as of Q2 2025.
Atria Wealth Solutions sold 40 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2025, an estimated $3.98K.
Vanguard S&P Mid-Cap 400 ETF made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1359 holding.
Atria Wealth Solutions first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard S&P Mid-Cap 400 ETF position peaked at $4.79M in Q3 2024.
274 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2025.

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