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

Atria Wealth Solutions’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,347
Closed -$400K – 1698
2025
Q1 		$400K Buy
4,347
+272
+7% +$26.1K ﹤0.01% 1313
2024
Q4 		$389K Sell
4,075
-6
-0.1% -$593 ﹤0.01% 1401
2024
Q3 		$391K Sell
4,081
-2
-0% -$183 ﹤0.01% 1363
2024
Q2 		$358K Buy
4,083
+133
+3% +$11.7K ﹤0.01% 1402
2024
Q1 		$359K Buy
3,950
+27
+0.7% +$2.33K ﹤0.01% 1436
2023
Q4 		$342K Buy
3,923
+10
+0.3% +$793 ﹤0.01% 1416
2023
Q3 		$305K Buy
3,913
+73
+2% +$5.99K ﹤0.01% 1408
2023
Q2 		$316K Sell
3,840
-195
-5% -$15.2K ﹤0.01% 1402
2023
Q1 		$317K Sell
4,035
-77
-2% -$6.27K ﹤0.01% 1380
2022
Q4 		$315K Sell
4,112
-16
-0.4% -$1.23K 0.01% 1332
2022
Q3 		$286K Sell
4,128
-126
-3% -$9.63K 0.01% 1325
2022
Q2 		$307K Sell
4,254
-40
-0.9% -$3.12K 0.01% 1202
2022
Q1 		$360K Buy
+4,294
New +$353K 0.01% 1234

Other funds holding IVOV

Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.64B AUM 15.04% 1-Year Est. Return

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

Atria Wealth Solutions sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q2 2025, closing a stake of 4,347 shares — an estimated $400K sold.

Atria Wealth Solutions first reported a position in IVOV in Q1 2022 and held it in 13 quarters. The position peaked at $400K in Q1 2025. 154 funds tracked by Wall St. Rank hold IVOV as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,347 Vanguard S&P Mid-Cap 400 Value ETF shares in Q2 2025, an estimated $400K.
  • Atria Wealth Solutions first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $400K in Q1 2025.
  • 154 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2025.

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